undamentalytics Newsletter

Camping World Holdings, Inc.: which funds bought and sold

Institutions that bought and sold Camping World Holdings shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 117 institutions that filed 13F reports for both quarters added to or opened positions in Camping World Holdings, and 104 cut or closed them. Together they sold a net 128K shares, −0.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net buyers of 1.5M shares (+6.4%); index fund managers were net sellers of 166K shares (−1.0%). 44 opened a new position and 47 sold out entirely.

Bought, Q2 2026 117 institutions, 44 of them new holders Sold, Q2 2026 104 institutions, 47 of them sold out
Net change, all compared −128K shares (−0.2%)
Net change, active managers +1.5M shares (+6.4%), 25 bought, 22 sold

Buyers versus sellers

institutions compared, 254
Active managers and hedge funds 25 bought · 22 sold · +1.5M
Index fund managers 8 bought · 2 sold · −166K
Other institutions 84 bought · 80 sold · −1.4M

Biggest buyers

by change in shares held
Biggest buyers
Institution Change in shares Shares June 30, 2026 Value
Bank Of America Corp +3.1M +464.9% 3.8M $28.8M
Wolf Hill Capital Management, LP Hedge fund +2.8M +369.4% 3.6M $27.3M
T. Rowe Price Investment Management, Inc. Active manager +2.4M New position 2.4M $18.4M
Nantahala Capital Management, LLC Hedge fund +1.8M +56.5% 5.1M $38.9M
Citadel Advisors LLC Hedge fund +1.8M +115.3% 3.3M $25.2M
CIBC World Market Inc. +1.5M New position 1.5M $11.7M
Two Sigma Investments, LP Hedge fund +1.3M +252.1% 1.8M $13.4M
AQR Capital Management LLC Hedge fund +1.2M +1153.7% 1.4M $10.4M
Trexquant Investment LP Hedge fund +807K New position 807K $6.2M
D. E. Shaw & Co., Inc. Hedge fund +721K +42.6% 2.4M $18.4M
Qube Research & Technologies Ltd Hedge fund +566K New position 566K $4.3M
HRT Financial LP +501K New position 501K $3.8M
Jane Street Group, LLC +383K +541.8% 453K $3.5M
Man Group PLC Hedge fund +321K New position 321K $2.4M
Charles Schwab Investment Management Inc Index funds +286K +29.9% 1.2M $9.5M
Prentice Capital Management, LP +255K +206.0% 379K $2.9M
Gotham Asset Management, LLC Hedge fund +234K +835.9% 262K $2M
Susquehanna International Group, LLP +229K +110.3% 436K $3.3M
Blackrock, Inc. Index funds +193K +3.6% 5.5M $42.2M
Geode Capital Management, LLC Index funds +145K +10.2% 1.6M $12M

Biggest sellers

by change in shares held
Biggest sellers
Institution Change in shares Shares June 30, 2026 Value
Eminence Capital, LP Hedge fund −5.8M Sold out 0 —
Hood River Capital Management LLC −3.7M Sold out 0 —
Millennium Management LLC Hedge fund −2.4M −93.1% 177K $1.4M
Point72 Asset Management, L.P. Hedge fund −1.4M −95.6% 64K $491,227
Capital Research Global Investors Active manager −1.2M Sold out 0 —
Vanguard Portfolio Management LLC Index funds −739K −24.7% 2.3M $17.2M
Ameriprise Financial Inc −496K −97.0% 15K $117,905
Thomist Capital Management, LP −457K Sold out 0 —
Dimensional Fund Advisors LP −432K −40.1% 646K $4.9M
Morgan Stanley −351K −34.2% 676K $5.2M
Engineers Gate Manager LP Hedge fund −348K −86.5% 54K $412,920
Western Standard LLC −308K Sold out 0 —
BNP Paribas Financial Markets −295K −34.3% 565K $4.3M
Penn Capital Management Company, LLC Active manager −266K Sold out 0 —
Franklin Resources Inc Active manager −265K Sold out 0 —
Varcov Co. −263K Sold out 0 —
Philosophy Capital Management LLC −253K −9.5% 2.4M $18.4M
UBS Group AG −227K −28.8% 560K $4.3M
Exoduspoint Capital Management, LP Hedge fund −226K −78.0% 63K $484,436
Gsa Capital Partners LLP −224K Sold out 0 —

New positions

largest by value
InstitutionSharesValue June 30, 2026
T. Rowe Price Investment Management, Inc.Active manager 2.4M $18.4M
CIBC World Market Inc. 1.5M $11.7M
Trexquant Investment LPHedge fund 807K $6.2M
Qube Research & Technologies LtdHedge fund 566K $4.3M
HRT Financial LP 501K $3.8M
Man Group PLCHedge fund 321K $2.4M
Winton Group LtdHedge fund 100K $762,237
Caxton Associates LLPHedge fund 82K $625,179
PDT Partners, LLCHedge fund 73K $558,821
Boothbay Fund Management, LLCHedge fund 60K $454,244

Sold out

largest by value
InstitutionSharesValue March 31, 2026
Eminence Capital, LPHedge fund 5.8M $39.8M
Hood River Capital Management LLC 3.7M $25.2M
Capital Research Global InvestorsActive manager 1.2M $8.1M
Thomist Capital Management, LP 457K $3.1M
Western Standard LLC 308K $2.1M
Penn Capital Management Company, LLCActive manager 266K $1.8M
Franklin Resources IncActive manager 265K $1.8M
Varcov Co. 263K $1.8M
Gsa Capital Partners LLP 224K $1.5M
Algert Global LLCHedge fund 219K $1.5M

Who holds the shares

13F holdings at June 30, 2026
Institutions reporting
209
Ten largest holders
54.5%
of 13F-reported shares
Index fund managers
25.2%
of 13F-reported shares
Active managers and hedge funds
37.7%
of 13F-reported shares
Buying and selling by type of institution, March 31, 2026 to June 30, 2026
TypeBoughtSoldNewSold outNet change in sharesNet %
Active managers and hedge funds 25 22 12 12 +1.5M +6.4%
Index fund managers 8 2 0 0 −166K −1.0%
Other institutions 84 80 32 35 −1.4M −5.6%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

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