CWH
Camping World Holdings, Inc. · Consumer Cyclical · Auto - Dealerships
Données momentum (gérants comparables) :
étendue des détenteurs +26.7% ·
flux d'actions -0.5% ·
nouvelles positions nettes +15.8%
— formule
Fragmentation de l'actionnariat — plus de détenteurs, participation agrégée plus faible
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| 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 | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passif) | 5.83M | -1.8% | $92.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | The Vanguard Group ✦ (passif) | 5.83M | -1.8% | $92.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (passif) | 5.83M | -1.8% | $92.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (passif) | 5.83M | -1.8% | $92.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (passif) | 5.83M | -1.8% | $92.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | BlackRock ✦ (passif) | 5.40M | +15.5% | $85.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | D. E. Shaw & Co. ✦ | 2.71M | -11.7% | $42.73M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 2.71M | -11.7% | $42.73M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 2.70M | — | $42.56M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 2.70M | — | $42.56M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 2.70M | — | $42.56M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 2.70M | — | $42.56M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 2.70M | — | $42.56M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 2.70M | — | $42.56M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 2.70M | — | $42.56M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 2.70M | — | $42.56M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Fidelity (FMR) ✦ | 1.59M | -4.9% | $25.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Fidelity (FMR) ✦ | 1.59M | -4.9% | $25.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 1.59M | -4.9% | $25.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 1.59M | -4.9% | $25.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | State Street Global Advisors ✦ (passif) | 1.51M | +8.2% | $23.79M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | Citadel Advisors ✦ | 1.43M | +64.0% | $22.60M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 37 | Citadel Advisors ✦ | 1.43M | +64.0% | $22.60M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 38 | Geode Capital Management ✦ (passif) | 1.42M | +0.6% | $22.49M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 39 | Geode Capital Management ✦ (passif) | 1.42M | +0.6% | $22.49M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 40 | Goldman Sachs Group ✦ | 1.06M | — | $16.68M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Goldman Sachs Group ✦ | 1.06M | — | $16.68M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Two Sigma Investments ✦ | 1.02M | +18.2% | $16.07M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 43 | Millennium Management ✦ | 416.32K | -82.5% | $6.57M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 44 | Point72 Asset Management ✦ | 355.36K | Nouveau | $5.61M | 0.0% | New | 1 | SEC ↗ |
| 45 | Renaissance Technologies ✦ | 220.30K | Nouveau | $3.48M | 0.0% | New | 1 | SEC ↗ |
| 46 | AQR Capital Management ✦ | 217.11K | -13.3% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | AQR Capital Management ✦ | 217.11K | -13.3% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | AQR Capital Management ✦ | 217.11K | -13.3% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | AQR Capital Management ✦ | 217.11K | -13.3% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | AQR Capital Management ✦ | 217.11K | -13.3% | $3.43M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Wellington Management ✦ | 202.53K | Nouveau | $3.20M | 0.0% | New | 1 | SEC ↗ |
| 52 | Wellington Management ✦ | 202.53K | Nouveau | $3.20M | 0.0% | New | 1 | SEC ↗ |
| 53 | Marshall Wace ✦ | 63.09K | Nouveau | $996,223 | 0.0% | New | 1 | SEC ↗ |
| 54 | T. Rowe Price ✦ | 56.59K | +5.2% | $894,000 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 55 | JPMorgan Chase ✦ | 53.69K | — | $847,700 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | JPMorgan Chase ✦ | 53.69K | — | $847,700 | 0.0% | n/c | 1 | SEC ↗ |
| 57 | JPMorgan Chase ✦ | 53.69K | — | $847,700 | 0.0% | n/c | 1 | SEC ↗ |
| 58 | JPMorgan Chase ✦ | 53.69K | — | $847,700 | 0.0% | n/c | 1 | SEC ↗ |
| 59 | JPMorgan Chase ✦ | 53.69K | — | $847,700 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | JPMorgan Chase ✦ | 53.69K | — | $847,700 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | JPMorgan Chase ✦ | 53.69K | — | $847,700 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | JPMorgan Chase ✦ | 53.69K | — | $847,700 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | JPMorgan Chase ✦ | 53.69K | — | $847,700 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | JPMorgan Chase ✦ | 53.69K | — | $847,700 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | JPMorgan Chase ✦ | 53.69K | — | $847,700 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | JPMorgan Chase ✦ | 53.69K | — | $847,700 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Gotham Asset Management ✦ | 23.78K | +86.7% | $375,534 | 0.0% | ▲ Add | 6 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Point72 Asset Management | $5.61M | 0.0% |
| Renaissance Technologies | $3.48M | 0.0% |
| Wellington Management | $3.20M | 0.0% |
| Wellington Management | $3.20M | 0.0% |
| Marshall Wace | $996,223 | 0.0% |
Sorti(e)
| Norges Bank | $1.26M | était 0.0% |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 219 détenteurs, 64.37M actions, $432.76M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.