Kanen Wealth Management’s Camping World CWH Stock Holding History

Kanen Wealth 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	-300,000	Closed	-$4.81M	–	34
2025 Q3	$4.81M	Buy	+300,000	New	+$5.14M	1.61%	12
2024 Q3	–	Sell	-150,455	Closed	-$2.69M	–	23
2024 Q2	$2.69M	Hold	150,455	–	–	1.66%	12
2024 Q1	$2.69M	Buy	+150,455	New	+$3.88M	0.84%	13
2023 Q1	–	Sell	-57,868	Closed	-$1.29M	–	20
2022 Q4	$1.29M	Sell	57,868 -30,548	-35%	-$792K	0.66%	19
2022 Q3	$2.24M	Sell	88,416 -154,617	-64%	-$4.3M	1.31%	19
2022 Q2	$5.25M	Sell	243,033 -43,855	-15%	-$1.16M	2.86%	11
2022 Q1	$8.02M	Sell	286,888 -334,250	-54%	-$10.9M	1.44%	13
2021 Q4	$25.1M	Buy	621,138 +53,590	+9%	+$2.16M	8.67%	5
2021 Q3	$22.1M	Buy	567,548 +336,753	+146%	+$13.2M	7.9%	5
2021 Q2	$9.46M	Sell	230,795 -291,830	-56%	-$12.1M	2.16%	11
2021 Q1	$19M	Buy	+522,625	New	+$18.6M	9.9%	4

Other funds holding CWH

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

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

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

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 New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kanen Wealth Management's CWH Position: Q4 2025 in Review

Kanen Wealth Management sold out of Camping World (CWH) in Q4 2025, closing a stake of 300,000 shares — an estimated $4.81M sold.

Kanen Wealth Management first reported a position in CWH in Q1 2021 and held it in 11 quarters. The position peaked at $25.1M in Q4 2021. 223 funds tracked by Wall St. Rank hold CWH as of Q4 2025.

Kanen Wealth Management reported no remaining Camping World position as of Q4 2025 after selling out during the quarter.
Kanen Wealth Management sold 300,000 Camping World shares in Q4 2025, an estimated $4.81M.
Kanen Wealth Management first reported a position in Camping World in Q1 2021 and held it in 11 quarters.
Kanen Wealth Management's Camping World position peaked at $25.1M in Q4 2021.
223 funds tracked by Wall St. Rank held Camping World as of Q4 2025.

Based on Kanen Wealth Management's 13F filing for Q4 2025, filed 18 Feb 2026.