2026 Q2 Portfolio Activity
In 2026 Q2, Crestview Partners II GP, L.P. maintained a portfolio of 3 distinct positions. The fund also reduced its exposure to VICTORY CAPITAL HOLDINGS by 51.3%.
Position History
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Total Positions
3
Quarter
2026 Q2
Top Holding
VCTR (71.5%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-3 of 3
Crestview Partners II GP, L.P. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VCTR
VICTORY CAPITAL...
|
Financial Services | 71.46% | 78.65% |
#1
Prev: #1
|
6.0 |
—
|
-2,099,576 | -51.3% |
P
S
|
1,995,847 | $167,770,899 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
WTTR
SELECT WATER SO...
|
Energy | 22.26% | 17.50% |
#2
Prev: #2
|
5.5 |
—
|
-1,283,223 | -32.9% |
P
S
|
2,615,972 | $52,267,121 | 2017 Q2 | 13F Filing | 2026-06-30 | 2026-08-13 | |||
|
CWH
CAMPING WORLD H...
|
Consumer Cyclical | 6.28% | 3.85% |
#3
Prev: #3
|
4.0 |
—
|
9,650 | 0.5% |
P
S
|
1,930,896 | $14,732,736 | 2016 Q4 | 13F Filing | 2026-06-30 | 2026-08-13 |
Showing 1-3 of 3 holdings