Follow-The-Filings

Security

CWH

Camping World Hldgs Inc. · CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

12 owners 2 exits max 0.9% (Eminence Capital, LP)

owners 12
max % 0.9%
tracked value $158M
qoq A 6 R 3 E 2

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Eminence Capital, LP 2026 Q1 0.9% Exit -0.91 pp 5,832,492 $40M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add 0.00 pp 2,567,154 $18M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Reduce -0.01 pp 1,691,806 $12M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add +0.01 pp 1,456,482 $10M hist
Two Sigma Investments, LP 2025 Q4 stale 0.0% Exit -0.01 pp 638,093 $6M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Add 0.00 pp 6,021,036 $59M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 1,533,451 $10M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.0% Add 0.00 pp 248,993 $2M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 108,223 $739 hist
Norges Bank 2025 Q4 stale 0.0% Exit 0.00 pp 73,065 $711 hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 0.0% Reduce -0.04 pp 37,663 $257 hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 28,016 $191 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit -0.02 pp 1,515,853 $15M hist
Renaissance Technologies LLC exited 2026 Q1 last 2025 Q4 0.0% Exit -0.01 pp 387,400 $4M hist

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $6.23B $6.1B $6.37B
Gross profit * $1.88B $1.83B $1.88B
Gross margin * 30.2% 29.9% 29.5%
Net income $31.04M -$38.64M -$89.8M
Net margin * 0.5% -0.6% -1.4%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $2.35B $2.27B $2.62B
Total non-current assets * $2.5B $2.59B $2.43B
Total assets $4.85B $4.86B $5.04B
Total current liabilities $1.95B $1.68B $2.18B
Total non-current liabilities * $2.68B $2.7B $2.49B
Total equity $124.58M $326.56M $228.59M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $310.81M $245.16M -$131.98M
Cash from investing -$369.41M -$88.18M -$201.16M
Cash from financing -$31.88M $11.79M $339.77M
Net change in cash -$90.48M $168.78M $6.62M

ownership over time

filing count by report period · click a bar for that quarter’s holders