John Overdeck’s Camping World CWH Stock Holding History

John Overdeck’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
2026 Q2	$131K	Buy	17,200 +3,700	+27%	+$26.8K	﹤0.01%	4854
2026 Q1	$92.2K	Buy	+13,500	New	+$139K	﹤0.01%	4395
2022 Q1	–	Sell	-162,800	Closed	-$6.58M	–	3031
2021 Q4	$6.58M	Buy	162,800 +28,800	+21%	+$1.16M	0.01%	1035
2021 Q3	$5.21M	Buy	134,000 +18,200	+16%	+$715K	0.01%	1191
2021 Q2	$4.75M	Buy	115,800 +52,200	+82%	+$2.16M	0.01%	1239
2021 Q1	$2.31M	Sell	63,600 -97,100	-60%	-$3.45M	0.01%	1591
2020 Q4	$4.19M	Buy	160,700 +46,100	+40%	+$1.35M	0.01%	1033
2020 Q3	$3.41M	Buy	114,600 +70,600	+160%	+$2.3M	0.01%	991
2020 Q2	$1.2M	Buy	+44,000	New	+$709K	0.01%	1424
2020 Q1	–	Sell	-25,300	Closed	-$373K	–	3237
2019 Q4	$373K	Sell	25,300 -13,900	-35%	-$157K	﹤0.01%	3025
2019 Q3	$349K	Buy	39,200 +28,300	+260%	+$273K	﹤0.01%	2843
2019 Q2	$135K	Sell	10,900 -33,100	-75%	-$428K	﹤0.01%	3163
2019 Q1	$612K	Buy	44,000 +14,500	+49%	+$203K	﹤0.01%	2144
2018 Q4	$338K	Buy	29,500 +12,900	+78%	+$229K	﹤0.01%	2370
2018 Q3	$354K	Buy	+16,600	New	+$365K	﹤0.01%	2667

Other funds holding CWH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NCM

Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

PCM

Philosophy Capital Management Alamo, California $2.12B AUM 39.96% 1-Year Est. Return

John Overdeck's CWH Position: Q2 2026 in Review

John Overdeck increased its Camping World (CWH) stake by 252% in Q2 2026, buying an estimated $9.14M and bringing the position to 1,760,982 shares worth $13.4M. The position accounts for 0.01% of the portfolio, ranked #1303.

John Overdeck first reported a position in CWH in Q4 2016 and has held it in 27 quarters since. The position peaked at $22.1M in Q2 2023. 209 funds tracked by Wall St. Rank hold CWH as of Q2 2026.

John Overdeck held 1,760,982 shares of Camping World worth $13.4M as of Q2 2026.
John Overdeck bought 1,260,810 Camping World shares in Q2 2026, an estimated $9.14M.
Camping World made up 0.01% of John Overdeck's portfolio in Q2 2026, its #1303 holding.
John Overdeck first reported a position in Camping World in Q4 2016 and has held it in 27 quarters since.
John Overdeck's Camping World position peaked at $22.1M in Q2 2023.
209 funds tracked by Wall St. Rank held Camping World as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.