Camping WorldCWH
Market Cap: $964M
About: Camping World Holdings Inc is retailer of RVs and related products and services. The Company has the two reportable segments: Good Sam Services and Plans segment includes 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. RV and Outdoor Retail segment 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, sale of outdoor products, equipment, gear and supplies; business to business distribution of RV furniture, etc.
Employees: 12,656
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
28% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 58
5.29% more ownership
Funds ownership: 94.16% [Q1] → 99.45% (+5.29%) [Q2]
8% less funds holding
Funds holding: 214 [Q1] → 197 (-17) [Q2]
31% less first-time investments, than exits
New positions opened: 37 | Existing positions closed: 54
32% less capital invested
Capital invested by funds: $1.18B [Q1] → $801M (-$379M) [Q2]
38% less call options, than puts
Call options by funds: $18M | Put options by funds: $29.1M
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
Roth MKM Scott Stember 74% 1-year accuracy 14 / 19 met price target | 22%upside $26 | Buy Maintained | 5 Aug 2024 |
Keybanc Noah Zatzkin 52% 1-year accuracy 13 / 25 met price target | 17%upside $25 | Overweight Maintained | 2 Aug 2024 |
Truist Securities Michael Swartz 44% 1-year accuracy 27 / 61 met price target | 22%upside $26 | Buy Maintained | 2 Aug 2024 |