Camelot Portfolios, LLC CWH — CAMPING WORLD HLDGS INC

Ownership history in Camelot Portfolios, LLC  ·  21 quarters on record

AI Ownership Summary

Camelot Portfolios, LLC reported CAMPING WORLD HLDGS INC (CWH) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.4% in 2024 Q1. The latest visible filing shows CWH at 0.09% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CWH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Camelot Portfolios, LLC's position in CAMPING WORLD HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CWH was reported at 0.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CWH stock page Camelot Portfolios, LLC fund profile Camelot Portfolios, LLC full holdings
How Camelot Portfolios, LLC held CWH — position size vs. price
% of Fund (quarterly)    CWH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 18,000 — 0% 0.09% $123K 2026-05-08 $7.49
2025 Q4 REDUCED 5.8% -29.8% ✅ 18,000 -1,100 -5.8% 0.11% $175K 2026-01-29 $13.32
2025 Q3 UNCHANGED — — — 19,100 — 0% 0.18% $302K 2025-11-17 $10.11
2025 Q2 UNCHANGED — — — 19,100 — 0% 0.20% $328K 2025-07-17 $16.83
2025 Q1 ADDED — — — 19,100 +5,000 +35.5% 0.19% $309K 2025-05-13 $16.11
2024 Q4 ADDED — — — 14,100 +500 +3.7% 0.32% $297K 2025-02-03 $21.60
2024 Q3 REDUCED 33.7% -13.4% ✅ 13,600 -6,900 -33.7% 0.32% $329K 2024-11-12 $22.30
2024 Q2 ADDED — — — 20,500 +5,900 +40.4% 0.21% $366K 2024-08-12 $18.11
2024 Q1 REDUCED 35.4% -36.5% ✅ 14,600 -8,000 -35.4% 0.40% $407K 2024-05-08 $20.41
2023 Q4 ADDED — — — 22,600 +5,000 +28.4% 0.35% $593K 2024-01-23 $24.39
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CWH

As of 2026 Q1 — sorted by position size

Crestview Partners II GP, L.P. 3Y 7Y 3.85% Prentice Capital Management, LP 3Y 7Y 1.85% Semanteon Capital Management, LP 1.65% Philosophy Capital Management LLC 3Y 1.11% Western Standard LLC 3Y 7Y 1.1% EMINENCE CAPITAL, LP 3Y 7Y 0.91% THOMIST CAPITAL MANAGEMENT, LP 3Y 0.84% Nantahala Capital Management, LLC 3Y 7Y 0.82% VARCOV Co. 0.67% Wolf Hill Capital Management, LP 3Y 0.5%

FAQ About Camelot Portfolios, LLC and CWH

These are the practical questions this page is built to answer before you even open the full history table.

How long has Camelot Portfolios, LLC reported owning CWH?

Camelot Portfolios, LLC reported CWH across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CWH position in Camelot Portfolios, LLC's portfolio?

The largest reported portfolio weight for CWH was 0.40% in 2024 Q1.

What is the latest reported CWH position on this page?

The most recent filing on this page is 2026 Q1, when Camelot Portfolios, LLC reported 18,000 shares, equal to 0.09% of portfolio, with an estimated market value of $123K.

What does the chart on this CWH ownership page compare?

The chart compares Camelot Portfolios, LLC's quarterly CWH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Camelot Portfolios, LLC time their CWH position?

Based on 13F filing dates vs. subsequent CWH price moves, Camelot Portfolios, LLC correctly timed 8 out of 15 reported position changes (53%). The annualised alpha on CWH relative to SPY over the holding period was -37.8%.

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