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Equibles

Philosophy Capital Management LLC

Position in CWH — Camping World Holdings, Inc.

CIK 1869199 Alamo, CA
Back to CWH Full portfolio

Position in CWH

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$18,354,003
+$193,874 QoQ
Shares Held
2,405,505
-9.5% QoQ
Ownership
2.33%
of shares outstanding
% of Portfolio
1.76%
of 13F equity value
Holder Rank
#10
of 211 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CWH Over Time

Shares Held

Position Value (USD)

Derivatives in CWH

reported options exposure · as of Jun 30, 2026
CallValue
$41,362
CallShares
5,421
PutValue
$0
PutShares
0

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

Philosophy Capital Management LLC holds $18,354,003 across 1 Auto & Truck Dealerships name. CWH ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CWH
Camping World Holdings, Inc.
This page 		2,405,505 $18,354,003

All Filings in CWH

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,354,003 2,405,505
2026-06-30 $41,362 5,421
2026-03-31 $18,160,129 2,658,877
2026-03-31 $26,261 3,845
2025-12-31 $11,594,832 1,191,658