IECM
Intrinsic Edge Capital Management’s Camping World CWH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
209,399
-1,579,040
| -88% | -$27.1M | 0.5% | 66 |
|
|
2025
Q1 | $28.9M | Buy |
1,788,439
+645,249
| +56% | +$10.4M | 5.31% | 1 |
|
|
2024
Q4 | $24.1M | Buy |
1,143,190
+437,958
| +62% | +$9.23M | 2.93% | 2 |
|
|
2024
Q3 | $17.1M | Sell |
705,232
-322,213
| -31% | -$7.8M | 2.06% | 17 |
|
|
2024
Q2 | $18.4M | Buy |
1,027,445
+260,652
| +34% | +$4.66M | 1.66% | 13 |
|
|
2024
Q1 | $21.4M | Buy |
+766,793
| New | +$21.4M | 1.67% | 14 |
|