both founded in 1966, camping world is america’s #1 source for rvs, camping accessories, rv maintenance and repair and the good sam club is the world’s largest rv owners organization with 1.3 million members offering discounts at the club’s nationwide network of 1,700 good sam parks and resorts, vacation planning, roadside assistance and more to serve the outdoor enthusiast! partnered together, camping world and good sam club offer more to those who love the rv lifestyle! camping world features over 10,000 quality rv parts and accessories located at over 85 supercenters nationwide and easy online and catalog shopping as well as stocking a wide selection of new and used travel trailers and motorhomes from top rv manufacturers. in addition to rv sales, camping world offers rv and tow vehicle service and maintenance; collision centers; detail and refurbishment centers known as the rv spa; rv rentals, technical advice from knowledgeable experts and hard to find parts. camping world also
Company profile
Ticker
CWH
Exchange
Website
CEO
Marcus Lemonis
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
Active Sports, LLC • Affinity Brokerage, LLC • Affinity Group • Affinity Guest Services, LLC • Affinity Road & Travel Club, LLC • Affinity Service Plans, Inc. • Affinity Service Plans, LLC • AGI Intermediate Holdco, LLC • AGI Productions, LLC • American RV Centers, LLC ...
IRS number
811737145
CWH stock data
Latest filings (excl ownership)
DEFA14A
Additional proxy soliciting materials
3 Apr 24
DEF 14A
Definitive proxy
3 Apr 24
8-K
Departure of Directors or Certain Officers
1 Apr 24
10-K
2023 FY
Annual report
26 Feb 24
8-K
Results of Operations and Financial Condition
21 Feb 24
8-K
Regulation FD Disclosure
16 Jan 24
8-K
Amendments to Articles of Incorporation or Bylaws
22 Dec 23
10-Q
2023 Q3
Quarterly report
2 Nov 23
8-K
Camping World Holdings, Inc. Reports Third Quarter 2023 Results, Total Unit Sales of 32,330
1 Nov 23
10-Q
2023 Q2
Quarterly report
2 Aug 23
Transcripts
CWH
Earnings call transcript
2023 Q4
22 Feb 24
CWH
Earnings call transcript
2023 Q3
2 Nov 23
CWH
Earnings call transcript
2023 Q2
2 Aug 23
CWH
Earnings call transcript
2023 Q1
3 May 23
CWH
Earnings call transcript
2022 Q4
22 Feb 23
CWH
Earnings call transcript
2022 Q3
2 Nov 22
CWH
Earnings call transcript
2022 Q2
3 Aug 22
CWH
Earnings call transcript
2022 Q1
4 May 22
CWH
Earnings call transcript
2021 Q4
23 Feb 22
CWH
Earnings call transcript
2021 Q3
3 Nov 21
Latest ownership filings
4
KATHY S LANE
1 Apr 24
3
KATHY S LANE
1 Apr 24
144
Notice of proposed sale of securities
22 Mar 24
4
MARCUS LEMONIS
19 Mar 24
4
Matthew D Wagner
16 Feb 24
SC 13G/A
Crestview Partners II GP, L.P.
14 Feb 24
SC 13G/A
VANGUARD GROUP INC
13 Feb 24
SC 13G/A
BlackRock Inc.
26 Jan 24
4
Matthew D Wagner
17 Nov 23
4
Thomas E Kirn
17 Nov 23
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 53.32 mm | 53.32 mm | 53.32 mm | 53.32 mm | 53.32 mm | 53.32 mm |
Cash burn (monthly) | 380.00 k | 7.91 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 2.52 mm | 52.51 mm | n/a | n/a | n/a | n/a |
Cash remaining | 50.80 mm | 812.76 k | n/a | n/a | n/a | n/a |
Runway (months of cash) | 133.7 | 0.1 | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 218 |
Opened positions | 33 |
Closed positions | 49 |
Increased positions | 80 |
Reduced positions | 71 |
13F shares | Current |
---|---|
Total value | 676.53 bn |
Total shares | 66.39 mm |
Total puts | 1.06 mm |
Total calls | 1.54 mm |
Total put/call ratio | 0.7 |
Largest owners | Shares | Value |
---|---|---|
CWGS Holding | 32.71 mm | $0.00 |
Abrams Capital Management | 5.11 mm | $104.27 bn |
Vanguard | 3.91 mm | $79.85 bn |
BLK Blackrock | 2.84 mm | $57.89 bn |
FMR | 1.94 mm | $39.64 bn |
Crestview Partners II GP | 1.91 mm | $38.94 bn |
Capital Research Global Investors | 1.65 mm | $33.59 bn |
STT State Street | 1.11 mm | $22.58 bn |
MS Morgan Stanley | 1.07 mm | $21.75 bn |
Interval Partners | 945.72 k | $19.30 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
28 Mar 24 | Lane Kathy S | Class A Common Stock | Grant | Acquire A | No | No | 0 | 750 | 0.00 | 750 |
15 Mar 24 | Marcus Lemonis | Class A Common Stock | Sell | Dispose S | No | No | 26.5001 | 10,423 | 276.21 k | 405,268 |
15 Mar 24 | Marcus Lemonis | Class A Common Stock | Sell | Dispose S | No | No | 25.5275 | 89,577 | 2.29 mm | 415,691 |
15 Feb 24 | Matthew D Wagner | Class A Common Stock | Payment of exercise | Dispose F | No | No | 26.57 | 4,508 | 119.78 k | 210,604 |
15 Nov 23 | Lindsey Christen | Class A Common Stock | Payment of exercise | Dispose F | No | No | 21.32 | 3,432 | 73.17 k | 94,348 |
News
12 Consumer Discretionary Stocks Moving In Wednesday's After-Market Session
21 Feb 24
Recap: Camping World Holdings Q4 Earnings
21 Feb 24
Camping World Holdings Q4 2023 Adj EPS $(0.47) Beats $(0.53) Estimate, Sales $1.11B Miss $1.15B Estimate
21 Feb 24
Earnings Scheduled For February 21, 2024
21 Feb 24
Earnings Outlook For Camping World Holdings
20 Feb 24
Press releases
Camping World Holdings, Inc. to Announce First Quarter Fiscal 2024 Earnings on May 1, 2024, with a Call Premarket on May 2, 2024
18 Apr 24
Camping World's Coleman Brand Momentum Continues, America's #1 Selling Travel Trailer to Start 2024
11 Mar 24
Camping World Attended 45th Annual Raymond James Institutional Investors Conference
6 Mar 24
Camping World Holdings, Inc. to Announce Fourth Quarter Fiscal 2023 Earnings on February 21, 2024, with a Call Premarket on February 22, 2024
5 Feb 24