Lodge Hill Capital’s Camping World CWH Stock Holding History

Lodge Hill Capital’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
2018 Q2	–	Sell	-250,000	Closed	-$8.06M	–	42
2018 Q1	$8.06M	Buy	+250,000	New	+$10.1M	0.92%	25

Other funds holding CWH

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

BWCA

Brenner West Capital Advisors New York $804M AUM 16.19% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

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

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Lodge Hill Capital's CWH Position: Q2 2018 in Review

Lodge Hill Capital sold out of Camping World (CWH) in Q2 2018, closing a stake of 885,000 shares — an estimated $28.5M sold.

Lodge Hill Capital first reported a position in CWH in Q4 2017 and held it in 2 quarters. The position peaked at $38.2M in Q4 2017. 169 funds tracked by Wall St. Rank hold CWH as of Q2 2018.

Lodge Hill Capital reported no remaining Camping World position as of Q2 2018 after selling out during the quarter.
Lodge Hill Capital sold 885,000 Camping World shares in Q2 2018, an estimated $28.5M.
Lodge Hill Capital first reported a position in Camping World in Q4 2017 and held it in 2 quarters.
Lodge Hill Capital's Camping World position peaked at $38.2M in Q4 2017.
169 funds tracked by Wall St. Rank held Camping World as of Q2 2018.

Based on Lodge Hill Capital's 13F filing for Q2 2018, filed 13 Aug 2018.