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Intrinsic Edge Capital Management’s Camping World CWH Stock Holding History

Intrinsic Edge 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
2025
Q4 		– Sell
-40,576
Closed -$641K – 97
2025
Q3 		$641K Sell
40,576
-168,823
-81% -$2.89M 0.09% 94
2025
Q2 		$3.6M Sell
209,399
-1,579,040
-88% -$24.6M 0.5% 71
2025
Q1 		$28.9M Buy
1,788,439
+645,249
+56% +$13.2M 5.31% 1
2024
Q4 		$24.1M Buy
1,143,190
+437,958
+62% +$9.98M 2.93% 2
2024
Q3 		$17.1M Sell
705,232
-322,213
-31% -$6.94M 2.06% 17
2024
Q2 		$18.4M Buy
1,027,445
+260,652
+34% +$5.49M 1.66% 14
2024
Q1 		$21.4M Buy
+766,793
New +$19.8M 1.67% 14

Other funds holding CWH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CPI
Crestview Partners II New York $235M AUM 38.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Intrinsic Edge Capital Management's CWH Position: Q4 2025 in Review

Intrinsic Edge Capital Management sold out of Camping World (CWH) in Q4 2025, closing a stake of 40,576 shares — an estimated $641K sold.

Intrinsic Edge Capital Management first reported a position in CWH in Q1 2024 and held it in 7 quarters. The position peaked at $28.9M in Q1 2025. 223 funds tracked by Wall St. Rank hold CWH as of Q4 2025.

  • Intrinsic Edge Capital Management reported no remaining Camping World position as of Q4 2025 after selling out during the quarter.
  • Intrinsic Edge Capital Management sold 40,576 Camping World shares in Q4 2025, an estimated $641K.
  • Intrinsic Edge Capital Management first reported a position in Camping World in Q1 2024 and held it in 7 quarters.
  • Intrinsic Edge Capital Management's Camping World position peaked at $28.9M in Q1 2025.
  • 223 funds tracked by Wall St. Rank held Camping World as of Q4 2025.

Based on Intrinsic Edge Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.