Camping World
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 Q4 regulatory filings by fund managers ($100M+ AUM)
192% more call options, than puts
Call options by funds: $32.2M | Put options by funds: $11M
100% more funds holding in top 10
Funds holding in top 10: 2 [Q3] → 4 (+2) [Q4]
86% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 44
49% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 35
20% more capital invested
Capital invested by funds: $1.11B [Q3] → $1.33B (+$225M) [Q4]
3.73% more ownership
Funds ownership: 101.21% [Q3] → 104.94% (+3.73%) [Q4]
3% more funds holding
Funds holding: 201 [Q3] → 208 (+7) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Truist Securities Michael Swartz 36% 1-year accuracy 17 / 47 met price target | 38%upside $28 | Buy Maintained | 10 Feb 2025 |
B of A Securities Alex Perry 100% 1-year accuracy 1 / 1 met price target | 47%upside $30 | Buy Initiated | 19 Dec 2024 |
Financial journalist opinion
Based on 13 articles about CWH published over the past 30 days
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