Lazydays
GORV
GORV was delisted on the 26th of November, 2025.
52 hedge funds and large institutions have $131M invested in Lazydays in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 12 closing their positions.
54% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 13
22% more capital invested
Capital invested by funds: $107M → $131M (+$23.7M)
0.53% more ownership
Funds ownership: 2.83% → 3.36% (+0.53%)
4% less funds holding
Funds holding: 54 → 52 (-2)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
17% less call options, than puts
Call options by funds: $203K | Put options by funds: $244K
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Coliseum Capital Management
Rowayton,
Connecticut
|
+$22.9M |
| 2 |
CC
Cannell Capital
Alta,
Wyoming
|
+$12.6M |
| 3 |
PWAM
Park West Asset Management
San Francisco,
California
|
+$5.04M |
| 4 |
HFA
Harbert Fund Advisors
Birmingham,
Alabama
|
+$627K |
| 5 |
VIM
VELA Investment Management
New Albany,
Ohio
|
+$599K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kanen Wealth Management
Coconut Creek,
Florida
|
-$7.83M |
| 2 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$3.36M |
| 3 |
RA
Royce & Associates
New York
|
-$1.75M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$623K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$524K |
GORV Hedge Fund Activity: Q1 2023 in Review
52 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Lazydays (GORV) for Q1 2023, worth a combined $131M — up 22% from $107M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of GORV and 10 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 20 added.
The largest buyer was Coliseum Capital Management, adding an estimated $22.9M. The largest seller was Kanen Wealth Management, exiting entirely with an estimated $7.83M sold.
- 52 institutional investors held Lazydays (GORV) as of Q1 2023, down from 54 in Q4 2022.
- Funds reported $131M of Lazydays stock for Q1 2023, up 22% quarter-over-quarter.
- 10 funds opened new Lazydays positions in Q1 2023 and 12 closed out, a net change of -2 holders.
- The largest Lazydays buyer in Q1 2023 was Coliseum Capital Management, an estimated $22.9M added.
- The largest Lazydays seller in Q1 2023 was Kanen Wealth Management, an estimated $7.83M sold.
Based on aggregated 13F filings for Q1 2023.