Abrams Capital Management’s Camping World CWH Stock Holding History

Abrams Capital Management’s Portfolio CWH Stock Details CWH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,108,808	Closed	-$75.3M	–	14
2024 Q3	$75.3M	Sell	3,108,808 -2,000,000	-39%	-$43.1M	1.21%	11
2024 Q2	$91.2M	Hold	5,108,808	–	–	1.78%	11
2024 Q1	$142M	Hold	5,108,808	–	–	4.44%	10
2023 Q4	$134M	Hold	5,108,808	–	–	4.17%	10
2023 Q3	$104M	Hold	5,108,808	–	–	3.45%	10
2023 Q2	$154M	Hold	5,108,808	–	–	4.42%	10
2023 Q1	$107M	Hold	5,108,808	–	–	3.37%	11
2022 Q4	$114M	Hold	5,108,808	–	–	4.07%	12
2022 Q3	$129M	Hold	5,108,808	–	–	3.73%	12
2022 Q2	$110M	Hold	5,108,808	–	–	2.96%	13
2022 Q1	$143M	Hold	5,108,808	–	–	3.33%	13
2021 Q4	$206M	Hold	5,108,808	–	–	4.53%	10
2021 Q3	$199M	Hold	5,108,808	–	–	4.33%	12
2021 Q2	$209M	Hold	5,108,808	–	–	4.65%	13
2021 Q1	$186M	Hold	5,108,808	–	–	4.18%	12
2020 Q4	$133M	Hold	5,108,808	–	–	3.75%	12
2020 Q3	$152M	Sell	5,108,808 -1,000,000	-16%	-$32.6M	4.8%	12
2020 Q2	$166M	Hold	6,108,808	–	–	5.36%	11
2020 Q1	$34.8M	Hold	6,108,808	–	–	1.37%	19
2019 Q4	$90M	Buy	6,108,808 +650,182	+12%	+$7.36M	2.8%	13
2019 Q3	$48.6M	Buy	5,458,626 +349,818	+7%	+$3.38M	1.36%	16
2019 Q2	$63.5M	Buy	5,108,808 +1,163,446	+29%	+$15M	1.72%	16
2019 Q1	$54.9M	Buy	3,945,362 +86,554	+2%	+$1.21M	1.54%	15
2018 Q4	$44.3M	Buy	3,858,808 +1,530,708	+66%	+$27.1M	1.83%	14
2018 Q3	$49.6M	Buy	+2,328,100	New	+$51.2M	1.31%	16

Other funds holding CWH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Interval Partners New York $3.82B AUM 27.38% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

Abrams Capital Management's CWH Position: Q4 2024 in Review

Abrams Capital Management sold out of Camping World (CWH) in Q4 2024, closing a stake of 3,108,808 shares — an estimated $75.3M sold.

Abrams Capital Management first reported a position in CWH in Q3 2018 and held it in 25 quarters. The position peaked at $209M in Q2 2021. 216 funds tracked by Wall St. Rank hold CWH as of Q4 2024.

Abrams Capital Management reported no remaining Camping World position as of Q4 2024 after selling out during the quarter.
Abrams Capital Management sold 3,108,808 Camping World shares in Q4 2024, an estimated $75.3M.
Abrams Capital Management first reported a position in Camping World in Q3 2018 and held it in 25 quarters.
Abrams Capital Management's Camping World position peaked at $209M in Q2 2021.
216 funds tracked by Wall St. Rank held Camping World as of Q4 2024.

Based on Abrams Capital Management's 13F filing for Q4 2024, filed 7 Feb 2025.