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Camping World Holdings, Inc.

CWH Consumer Discretionary
$7.43 +$0.39 (5.54%)
Market Cap: $768.37 M
Gurus Holding
4
Popularity Rank
#2123
% of Shares Held
1.58%
Net Activity (Q1 2026)
-$5.3 M

Guru Ownership Trend

Guru Analysis for Camping World Holdings, Inc. (CWH)

Camping World Holdings, Inc. (CWH), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q1 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $12.11 M.

Top institutional holders include Steven Cohen and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $5.3 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 274.1%. Conversely, Lee Ainslie reduced exposure by 91.8%.

Key Holders

Top 5 by Value

$9.95 M
$739,163
$257,238
$191,349

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$7.3 M
Total Buy Value
New Buys 0
Additions 2
-$12.61 M
Total Sell Value
Reductions 2
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for Camping World Holdings, Inc. (CWH)

Major holders include Steven Cohen ($9.95 M), Cliff Asness ($739,163), Lee Ainslie ($257,238). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.63 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $5.3 M, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited CWH. The total reported sell value was $12.61 M.

Yes, 0 managers opened new positions in CWH, and 2 increased their existing holdings. The total reported buy value was $7.3 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.01% Add 212.1% 1,456,482 $9.95 M Q1 2026
0.00% Add 274.1% 108,223 $739,163 Q1 2026
0.00% Reduce -91.8% 37,663 $257,238 Q1 2026
0.00% Reduce -18.2% 28,016 $191,349 Q1 2026
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