CWH Camping World Dashboard

Camping World Holdings, headquartered in Lincolnshire, Illinois, is America's leading recreational vehicle and outdoor retailer, offering an extensive assortment of recreational vehicles for sale, RV and camping gear, RV maintenance and repair, other outdoor and active sports products, and the industry's broadest and deepest range of services, protection plans, products and resources. Since the Company's founding in 1966, Camping World has grown to become one of the most well-known destinations for everything RV, with more than 170 locations in 37 states and a comprehensive e-commerce platform.

Company profile

Ticker

CWH

Exchange

NYSE

Website

investor.campingworld.com/

CEO

Marcus Lemonis

Incorporated

Delaware

Location

Illinois

Fiscal year end

Dec 31

Sector

Retail Trade > New Car Dealers

Industry (SIC)

Retail - Auto Dealers & Gasoline Stations

Carmax • Autonation • Penske Automotive • Group 1 Automotive • Sonic Automotive • KAR Auction Services • Murphy USA • Casey`s General Stores • IAA • Asbury Automotive ...

SEC CIK

0001669779

Corporate docs

Articles of Incorporation & Bylaws

IRS number

811737145

CWH stock data

S&P 500

1M 1Y 2Y 5Y

News

Pro users get this 30m faster

Camping World Reports Purchase Of Boat-N-RV Superstore In South Carolina, No Terms Disclosed

12 May 21

Camping World Holdings, Inc. (NYSE:CWH) (“Camping World”), America’s Recreation Dealer, today announced the acquisition of Boat-N-RV Superstore in Ridgeland, South Carolina. The facility recently

Camping World To Launch Thomasville Recreation Brand Of RV And Camping Furniture

11 May 21

Camping World Holdings, Inc. (NYSE:CWH) (“Camping World”), America’s Recreation Dealer, today announced plans to launch the Thomasville Recreation Furniture brand of RV and camping furniture. The

Camping World Announces Deal To Acquire Hilmerson RV In Minnesota; Terms Not Disclosed

5 May 21

Camping World Holdings, Inc. (NYSE:CWH) ("Camping World"), America's Recreation Dealer, today announced the expansion of its business presence in the Minnesota market with an agreement to acquire Hilmerson

Stocks That Hit 52-Week Highs On Wednesday

5 May 21

64 Biggest Movers From Yesterday

5 May 21

Press releases

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Camping World Announces Proposed Refinancing of Senior Secured Credit Facilities

12 May 21

Camping World Holdings, Inc. (NYSE:CWH) (the "Company," "Camping World," "we," "us" or "our"), America's Recreation Dealer, today announced plans to refinance its senior secured credit facilities. The Company is

Camping World Announces Acquisition of Boat-N-RV Superstore in South Carolina

12 May 21

Camping World Holdings, Inc. (NYSE:CWH) ("Camping World"), America's Recreation Dealer, today announced the acquisition of Boat-N-RV Superstore in Ridgeland, South Carolina. The facility recently underwent renovations

Camping World to Launch Exclusive Thomasville Recreation Brand of RV and Camping Furniture

11 May 21

Enhances Vertical Integration with Furniture Manufacturer Camping World Holdings, Inc. (NYSE:CWH) ("Camping World"), America's Recreation Dealer, today announced plans to launch the Thomasville Recreation Furniture

Camping World Announces Deal to Acquire Hilmerson RV in Minnesota

5 May 21

Camping World Holdings, Inc. Reports First Quarter 2021 Results and Raises Full Year Guidance

4 May 21

Calendar

5 May 21

15 May 21

31 Dec 21

Financial summary

Financial statements Chart CWH financial data

Quarter (USD)	Mar 21	Dec 20	Sep 20	Jun 20
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 20	Dec 19	Dec 18	Dec 17
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from company earnings reports.

Recent insider trades

CWH insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
11 May 21	Marcus Lemonis	Class A Common Stock	Buy	Aquire P	No	No	43.1782	2,330	100.61K	556,003
6 May 21	Crestview Partners II GP	Class A Common Stock	Sell	Dispose S	Yes	Yes	45.81	3,763	172.38K	1,899,712
6 May 21	Crestview Partners II GP	Class B Common Stock	Sale back to company	Dispose D	Yes	No	0	2,952	0	6,882,264
6 May 21	Crestview Partners II GP	Class A Common Stock	Conversion	Aquire C	Yes	No	0	2,952	0	1,903,475
6 May 21	Crestview Partners II GP	Common LLC Units Class A Common Stock	Conversion	Dispose C	Yes	No	0	2,952	0	6,882,264
5 May 21	Crestview Partners II GP	Class A Common Stock	Sell	Dispose S	Yes	Yes	48.97	11,440	560.22K	1,900,523
5 May 21	Crestview Partners II GP	Class A Common Stock	Sell	Dispose S	Yes	Yes	48.17	212,545	10.24M	1,911,963
5 May 21	Crestview Partners II GP	Class A Common Stock	Sell	Dispose S	Yes	Yes	47.38	150,655	7.14M	2,124,508
5 May 21	Crestview Partners II GP	Class A Common Stock	Sell	Dispose S	Yes	Yes	46.36	111,039	5.15M	2,275,163
5 May 21	Crestview Partners II GP	Class B Common Stock	Sale back to company	Dispose D	Yes	No	0	381,055	0	6,885,216

Data from 3, 4 and 5 filings. Stock values as filed, not updated for current price.

Institutional ownership Q4 2020

CWH institutional ownership history Ownership history

Data for the last complete 13F reporting period. To see the most recent changes to ownership, click the ownership history button above.

78.8% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	214	200	+7.0%
Opened positions	60	61	-1.6%
Closed positions	46	31	+48.4%
Increased positions	67	63	+6.3%
Reduced positions	57	60	-5.0%

13F shares	Current	Prev Q	Change
Total value	941.28M	975.37M	-3.5%
Total shares	36.12M	32.79M	+10.2%
Total puts	2.97M	3.45M	-14.1%
Total calls	2.3M	1.62M	+42.3%
Total put/call ratio	1.3	2.1	-39.6%

Largest owners	Shares	Value	Change
Abrams Capital Management	5.11M	$133.08M	0.0%
Vanguard	4.11M	$107.06M	+43.9%
Crestview Partners II GP	2.99M	$77.77M	0.0%
BLK Blackrock	2.87M	$74.77M	+18.4%
Wasatch Advisors	2.63M	$68.55M	+27.9%
FMR	956.27K	$24.91M	+25.0%
STT State Street	919.85K	$23.96M	+21.5%
GS Goldman Sachs	834.26K	$21.73M	+2.4%
Renaissance Technologies	815.1K	$21.23M	-17.7%
Gendell Jeffrey L	684.13K	$17.82M	NEW

Largest transactions	Shares	Bought/sold	Change
Vanguard	4.11M	+1.25M	+43.9%
Gendell Jeffrey L	684.13K	+684.13K	NEW
Voloridge Investment Management	0	-588.11K	EXIT
Wasatch Advisors	2.63M	+573.5K	+27.9%
Adage Capital Partners GP, L.L.C.	547.45K	+547.45K	NEW
No Street GP	0	-525K	EXIT
Driehaus Capital Management	0	-498.82K	EXIT
Schroder Investment Management	486.11K	+449K	+1210.1%
BLK Blackrock	2.87M	+445.91K	+18.4%
Harspring Capital Management	430K	+430K	NEW

Data from 13F filings. Stock values as filed, not updated for current price. Long positions only.

Financial report summary

Competition

Lazydays

Management Discussion

Total revenue was $1.6 billion for the three months ended March 31, 2021, an increase of $530.5 million, or 51.6%, from $1.0 billion for the three months ended March 31, 2020. The increase in total revenue was driven by a $536.8 million, or 54.8%, increase in RV and Outdoor Retail revenue, partially offset by a $6.3 million, or 13.4%, decrease in Good Sam Services and Plans revenue.
Total gross profit was $520.5 million for the three months ended March 31, 2021, an increase of $217.8 million, or 72.0%, from $302.7 million for the three months ended March 31, 2020. The increase in total gross profit was driven by a $216.7 million, or 78.2%, increase in RV and Outdoor Retail gross profit, and a $1.1 million, or 4.3%, increase in Good Sam Services and Plans gross profit.
Income from operations was $168.6 million for the three months ended March 31, 2021, an increase of $155.3 million from a $13.3 million income from operations for the three months ended March 31, 2020. The increase was primarily driven by a $217.8 million increase in gross profit, a $6.0 million decrease in long-lived asset impairment, a $0.6 million decrease in loss on disposal of assets, and a $1.4 million decrease in depreciation and amortization, partially offset by a $69.4 million increase in selling, general and administrative expenses, and an increase in lease termination expense of approximately $1.1 million.

Content analysis

Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability	H.S. junior Avg

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From filing 10-Q 2021 Q1