Balyasny Asset Management
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Balyasny Asset Management’s Camping World CWH Stock Holding History

Balyasny Asset 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
2025
Q2 		– Sell
-328,100
Closed -$5.3M – 2919
2025
Q1 		$5.3M Buy
328,100
+178,100
+119% +$3.64M 0.01% 1220
2024
Q4 		$3.16M Buy
+150,000
New +$3.42M ﹤0.01% 1487

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Goldman Sachs
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HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Philosophy Capital Management Alamo, California $1.63B AUM 12.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Balyasny Asset Management's CWH Position: Q1 2026 in Review

Balyasny Asset Management sold out of Camping World (CWH) in Q1 2026, closing a stake of 1,515,853 shares — an estimated $14.7M sold.

Balyasny Asset Management first reported a position in CWH in Q3 2017 and held it in 27 quarters. The position peaked at $55.4M in Q2 2025. 217 funds tracked by Wall St. Rank hold CWH as of Q1 2026.

  • Balyasny Asset Management reported no remaining Camping World position as of Q1 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 1,515,853 Camping World shares in Q1 2026, an estimated $14.7M.
  • Balyasny Asset Management first reported a position in Camping World in Q3 2017 and held it in 27 quarters.
  • Balyasny Asset Management's Camping World position peaked at $55.4M in Q2 2025.
  • 217 funds tracked by Wall St. Rank held Camping World as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.