TWO SIGMA INVESTMENTS, LP

Position in CWH — Camping World Holdings, Inc.

CIK 1179392 NEW YORK, NY

Back to CWH Full portfolio

Position in CWH

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$13,436,292

+$10,020,118 QoQ

Shares Held

1,760,982

+252.1% QoQ

Ownership

1.70%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#14

of 210 holders

Holding Since

Jun 2020

22 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in CWH Over Time

Shares Held

Position Value (USD)

Derivatives in CWH

reported options exposure · as of Jun 30, 2026

CallValue

$102,242

CallShares

13,400

PutValue

$131,236

PutShares

17,200

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Auto & Truck Dealerships

Consumer Cyclical · as of Jun 30, 2026

TWO SIGMA INVESTMENTS, LP holds $417,993,458 across 16 Auto & Truck Dealerships names. CWH ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KMX	Carmax Inc	5,831,970	$308,452,893
2	OPLN	OPENLANE, Inc.	665,872	$27,460,561
3	SAH	Sonic Automotive Inc	196,402	$16,652,925
4	CWH	Camping World Holdings, Inc. This page	1,760,982	$13,436,292
5	CVNA	Carvana Co.	168,143	$11,067,172
6	ACVA	ACV Auctions Inc.	1,481,846	$10,654,472
7	DRVN	Driven Brands Holdings Inc.	729,718	$10,172,268
8	ABG	Asbury Automotive Group Inc	37,591	$7,558,798

All Filings in CWH

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38 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$102,242	13,400	+1.5%	Call	Sole	2026-08-14
2026-06-30	$131,236	17,200	+27.4%	Put	Sole	2026-08-14
2026-06-30	$13,436,292	1,760,982	+252.1%	Shares	Sole	2026-08-14
2026-03-31	$92,205	13,500	-91.7%	Put	Sole	2026-05-15
2026-03-31	$3,416,174	500,172	-21.6%	Shares	Sole	2026-05-15
2026-03-31	$90,156	13,200	-87.5%	Call	Sole	2026-05-15
2025-12-31	$6,208,644	638,093	-37.3%	Shares	Sole	2026-02-17
2025-09-30	$16,067,446	1,017,571	+18.2%	Shares	Sole	2025-11-14
2025-06-30	$14,794,590	860,651	+131.5%	Shares	Sole	2025-08-14
2025-03-31	$6,006,704	371,702	-7.7%	Shares	Sole	2025-05-15
2024-12-31	$8,485,416	402,534	+154.3%	Shares	Sole	2025-02-14
2024-09-30	$3,834,219	158,308	+10.1%	Shares	Sole	2024-11-14
2024-06-30	$2,567,785	143,773	-18.5%	Shares	Sole	2024-08-14
2024-03-31	$4,915,775	176,509	-61.7%	Shares	Sole	2024-05-15
2023-12-31	$12,099,741	460,767	+13.5%	Shares	Sole	2024-02-14
2023-09-30	$8,283,133	405,837	-44.8%	Shares	Sole	2023-11-14
2023-06-30	$22,147,881	735,810	+49.0%	Shares	Sole	2023-08-14
2023-03-31	$10,309,571	493,990	+522.5%	Shares	Sole	2023-05-15
2022-12-31	$1,771,114	79,351	-65.5%	Shares	Sole	2023-02-14
2021-12-31	$4,274,320	105,800	+9.0%	Call	Sole	2022-02-14
2021-12-31	$9,289,737	229,944	+18.8%	Shares	Sole	2022-02-14
2021-12-31	$6,577,120	162,800	+21.5%	Put	Sole	2022-02-14
2021-09-30	$5,208,580	134,000	+15.7%	Put	Sole	2021-11-15
2021-09-30	$7,520,995	193,491	-9.8%	Shares	Sole	2021-11-15
2021-09-30	$3,774,277	97,100	+9.3%	Call	Sole	2021-11-15
2021-06-30	$3,639,912	88,800	+47.0%	Call	Sole	2021-08-16
2021-06-30	$4,746,642	115,800	+82.1%	Put	Sole	2021-08-16
2021-03-31	$2,313,768	63,600	-60.4%	Put	Sole	2021-05-17
2021-03-31	$7,803,619	214,503	+226.9%	Shares	Sole	2021-05-17
2021-03-31	$2,197,352	60,400	-35.5%	Call	Sole	2021-05-17
2020-12-31	$4,186,235	160,700	+40.2%	Put	Sole	2021-02-16
2020-12-31	$2,438,280	93,600	+31.6%	Call	Sole	2021-02-16
2020-09-30	$3,409,350	114,600	+160.5%	Put	Sole	2020-11-16
2020-09-30	$1,952,314	65,624	-79.5%	Shares	Sole	2020-11-16
2020-09-30	$2,115,225	71,100	+255.5%	Call	Sole	2020-11-16
2020-06-30	$1,195,040	44,000	—	Put	Sole	2020-08-14
2020-06-30	$543,200	20,000	—	Call	Sole	2020-08-14
2020-06-30	$8,714,476	320,857	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.