Monitor for any future conversion of this 13G to a 13D, which would signal activist intent. The clustering of three hedge fund 13G filings within five months suggests the stock may be a value play; watch for earnings or strategic updates that could catalyze a re-rating.
Price Chart
Executive Summary
Wolf Hill Capital Management, LP disclosed a new 7.7% passive stake in Camping World Holdings as of June 30, 2026, via a Schedule 13G filing. This adds a third hedge fund to the roster of 5%+ holders alongside Hood River Capital Management and Eminence Capital, signaling continued institutional interest in the RV retailer. The passive filing indicates no activist intent, but the accumulation by multiple funds suggests the stock is seen as undervalued.
Key Financial Metrics
Key Facts
- Wolf Hill Capital Management, LP disclosed beneficial ownership of 4,859,400 shares of Camping World Holdings Class A Common Stock.
- The stake represents 7.7% of shares outstanding as of June 30, 2026.
- This is a new position — no prior 13G filing by Wolf Hill for CWH exists in the provided context.
- The filing is made under Rule 13d-1(b), confirming passive intent with no plan to influence control.
- Wolf Hill Capital Management is a hedge fund based in Greenwich, CT, managed by Gary Lehrman.
- Wolf Hill General Partner, LLC holds 4,391,600 shares (6.9%) indirectly, and Gary Lehrman individually reports 4,859,400 shares (7.7%).
- This is the third distinct hedge fund to file a 13G on CWH in the past five months, following Hood River Capital Management (May 2026) and Eminence Capital (July 2026).
Financial Impact
New 7.7% passive stake valued at approximately $134 million based on current market price (est. $27.60/share).
Risk Factors
- Passive 13G status could change to activist 13D if Wolf Hill decides to engage management.
- RV retail is cyclical and sensitive to consumer discretionary spending and interest rates.
- Concentrated ownership by multiple hedge funds could lead to volatility if any fund exits.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G Filing (Primary) | 0000899140-26-001079 |
| Document: 0000899140-26-001079-index.html | 0000899140-26-001079 |
| Document: 0000899140-26-001079.txt | 0000899140-26-001079 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 21, 2026 5d ago | SC 13G | $4.53 | awaiting T+5 | — | $4.32 (−4.75%) |
Oct 5, 2026 22d ago | 8-K | $4.55 $4.54 | ▲ +0.22% | ▲ +0.64% | $4.32 (+5.16%) |
Oct 1, 2026 25d ago | SC 13G | $5.01 $4.48 | ▼ −10.58% | ▼ −11.88% | $4.32 (−13.87%) |
Aug 31, 2026 8w ago | 8-K | $6.49 $6.18 | ▼ −4.78% | ▼ −4.86% | $4.32 (−33.51%) |
Jul 17, 2026 14w ago | Press Release | $6.18 | awaiting T+5 | — | $4.32 (−30.18%) |
Apr 10, 2026 28w ago | 8-K | $7.29 $7.69 | ▲ +5.49% | ▲ +0.98% | $4.32 (−40.81%) |
Mar 30, 2026 30w ago | Court Ruling | $6.58 $6.37 | ▼ −3.19% | ▼ −7.49% | $4.32 (−34.42%) |
Feb 28, 2026 34w ago | Institutional Cluster | $8.08 $7.47 | ▼ −7.55% | ▼ −6.34% | $4.32 (−46.60%) |
Feb 24, 2026 34w ago | 8-K | $9.06 $7.65 | ▼ −15.56% | ▼ −14.46% | $4.32 (−52.37%) |
US Market Status
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