Camping World
About: Camping World Holdings Inc is a retailer of RVs and related products and services. The company has two reportable segments; the Good Sam Services and Plans segment, which includes the sale of emergency roadside assistance plans; commissions on property and casualty insurance programs; travel assist programs; extended vehicle service contracts; vehicle financing and refinancing assistance; consumer shows and events; and consumer publications and directories; and the RV and Outdoor Retail segment, which generates maximum revenue and includes the sale of new and used RVs; commissions on the finance and insurance contracts related to the sale of RVs; the sale of RV service and collision work; the sale of RV parts, accessories, business to business distribution of RV furniture, etc.
Employees: 13,060
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
525% more call options, than puts
Call options by funds: $79M | Put options by funds: $12.6M
47% more repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 57
8% more capital invested
Capital invested by funds: $1.01B [Q1] → $1.09B (+$81.7M) [Q2]
1.56% more ownership
Funds ownership: 99.93% [Q1] → 101.49% (+1.56%) [Q2]
7% less funds holding
Funds holding: 232 [Q1] → 216 (-16) [Q2]
25% less first-time investments, than exits
New positions opened: 46 | Existing positions closed: 61
50% less funds holding in top 10
Funds holding in top 10: 4 [Q1] → 2 (-2) [Q2]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
3 analyst ratings
|
Keybanc
Noah Zatzkin
|
$21
|
Overweight
Maintained
|
14 Aug 2025 |
|
Raymond James
Joseph Altobello
|
$18
|
Outperform
Maintained
|
31 Jul 2025 |
|
Citigroup
James Hardiman
|
$23
|
Buy
Maintained
|
16 Jun 2025 |
Financial journalist opinion
