CWH
Camping World Holdings, Inc. · Consumer Cyclical · Auto - Dealerships
Momentum-Eingaben (vergleichbare Manager):
Halterbreite +26.7% ·
Aktienfluss -0.5% ·
neue Nettopositionen +15.8%
— Formel
Eigentümerfragmentierung — mehr Halter, kleinere Gesamtbeteiligung
Alle Eigentumszahlen: nur beobachtete 13F-Manager, Stammaktienpositionen, Berichtszeitraum Q3 2025
| Quartal | Inhaber | Δ | Aktien | Gemeldeter Wert | Neu | Ausstiege |
|---|---|---|---|---|---|---|
| Q2 2026 | 84 | -1 | 41.00M | $312.79M | +12 | −12 |
| Q1 2026 | 87 | -1 | 36.18M | $247.25M | +9 | −11 |
| Q4 2025 | 89 | 0 | 43.63M | $424.89M | +1 | — |
| Q3 2025 | 19 | +4 | 26.27M | $414.76M | +4 | −1 |
| Q2 2025 | 13 | -1 | 22.67M | $389.62M | — | −1 |
| Q1 2025 | 11 | 0 | 9.22M | $149.01M | +1 | −1 |
| Q4 2024 | 11 | -1 | 9.71M | $204.78M | — | −1 |
| Q3 2024 | 11 | +3 | 5.06M | $122.66M | +3 | — |
| Q2 2024 | 8 | — | 3.39M | $60.63M | — | — |
| # | Manager | Aktien | Δ Anteile | Wert | Deren Gewichtung | Gehalten | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passiv) | 5.83M | -1.8% | $92.06M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passiv) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ ×15 |
| 3 | D. E. Shaw & Co. ✦ | 2.71M | -11.7% | $42.73M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 4 | Morgan Stanley ✦ | 2.70M | — | $42.56M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 5 | Fidelity (FMR) ✦ | 1.59M | -4.9% | $25.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 6 | State Street Global Advisors ✦ (passiv) | 1.51M | +8.2% | $23.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Citadel Advisors ✦ | 1.43M | +64.0% | $22.60M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | Geode Capital Management ✦ (passiv) | 1.42M | +0.6% | $22.49M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 9 | Goldman Sachs Group ✦ | 1.06M | — | $16.68M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | Two Sigma Investments ✦ | 1.02M | +18.2% | $16.07M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Millennium Management ✦ | 416.32K | -82.5% | $6.57M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 12 | Point72 Asset Management ✦ | 355.36K | Neu | $5.61M | 0.0% | New | 1 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 220.30K | Neu | $3.48M | 0.0% | New | 1 | SEC ↗ |
| 14 | AQR Capital Management ✦ | 217.11K | -13.3% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 15 | Wellington Management ✦ | 202.53K | Neu | $3.20M | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Marshall Wace ✦ | 63.09K | Neu | $996,223 | 0.0% | New | 1 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 56.59K | +5.2% | $894,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 53.69K | — | $847,700 | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 19 | Gotham Asset Management ✦ | 23.78K | +86.7% | $375,534 | 0.0% | ▲ Add | 6 | SEC ↗ |
„Ihre Gewichtung" = Anteil der Position am gemeldeten 13F-Eigenkapitalwert des jeweiligen Managers — das Conviction-Maß. ✦ = kuratorisch ausgewählter Manager.
Neue Käufer
| Point72 Asset Management | $5.61M | 0.0% |
| Renaissance Technologies | $3.48M | 0.0% |
| Wellington Management | $3.20M | 0.0% |
| Marshall Wace | $996,223 | 0.0% |
Ausgestiegen
| Norges Bank | $1.26M | war 0.0% |
Marktweiter Kontext: über ALLE 13F-Melder (strukturierte SEC-Daten, Q1 2026): 219 Inhaber, 64.37M Anteile, $432.76M gemeldet. Dies ist ein anderer, älterer Zeitraum als die oben genannten Zahlen des erfassten Universums; beide werden niemals vermischt.
Was die erfassten Halter dieses Wertpapiers am häufigsten sonst noch halten — Zählungen gemeinsamer Eigentümerschaft, keine fundamentalen Zusammenhänge.