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Abrams Capital Management, L.p.

CWH
10% OWNER · CAMPING WORLD HOLDINGS, INC. · CIK 0001358706
FILING MIX · LIFETIME31%/69%
BUYS
4
SELLS
9
TOTAL VALUE
$646.63M
COMPANIES
4
ACTIVE SINCE
Mar 2020
HOLDINGS NOW
39,946,752
AVG SELL PX
$61.48
TRADE KIND
SHOWING 13 / 13
Trades · vs SPY
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Performance · forward returns vs SPY
9 backtested trades · 8 horizons · 3 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Abrams Capital Management, L.p., measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d9+77.78%+4.50%+1.98%+2.52%+3.49%
14d9+55.56%+7.53%+1.67%+5.86%+2.72%
30d9+77.78%+8.01%+6.59%+1.42%+1.96%
60d9+55.56%+11.70%+8.70%+2.99%-3.16%
90d9+88.89%+4.18%+11.67%-7.49%-17.89%
180d9+77.78%+26.16%+17.97%+8.19%-7.60%
1y9(1 pending)+62.50%+61.24%+33.37%+27.87%-31.14%
2y9(2 pending)+57.14%+117.76%+36.41%+81.35%+92.60%
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
CWH · 3,108,808 shares · as of Sep 27, 2024
01,402,2022,804,4044,206,6065,608,8082021202220232024SHARES HELD
Trading cadence · quarterly flow
BUY SELL
2020
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
FLOW · 4 buys / 9 sellsCOVERAGE · 23 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
ABG
ASBURY AUTOMOTIVE GROUP INC
PURCHASE
46,952$225.16$10.57M2,162,992Jul 30, 2025Aug 1, 2025View →
LOAR
LOAR HOLDINGS INC.
SALE
703,691$80.91$56.93M32,050,240May 16, 2025May 20, 2025View →
LOAR
LOAR HOLDINGS INC.
SALE
4,673,986$80.91$378.16M32,753,931May 15, 2025May 19, 2025View →
LOAR
LOAR HOLDINGS INC.
SALE
1,006,461$81.18$81.70M37,427,917Dec 12, 2024Dec 12, 2024View →
CWH
CAMPING WORLD HOLDINGS, INC.
SALE
2,000,000$23.90$47.80M3,108,808Sep 27, 2024Oct 1, 2024View →
ABG
ASBURY AUTOMOTIVE GROUP INC
SALEGRANT
Gift
37,500Apr 13, 2021Apr 13, 2021View →
ABG
ASBURY AUTOMOTIVE GROUP INC
PURCHASE
3$196.13$5887,503Apr 9, 2021Apr 13, 2021View →
TMDX
TRANSMEDICS GROUP, INC.
SALE
786,664$33.32$26.21M2,624,712Feb 9, 2021Feb 10, 2021View →
TMDX
TRANSMEDICS GROUP, INC.
SALE
88,483$26.24$2.32M3,411,376Feb 8, 2021Feb 10, 2021View →
CWH
CAMPING WORLD HOLDINGS, INC.
SALE
500,000$40.18$20.09M5,108,808Aug 3, 2020Aug 5, 2020View →
CWH
CAMPING WORLD HOLDINGS, INC.
SALE
500,000$35.13$17.57M5,608,808Jul 16, 2020Jul 20, 2020View →
ABG
ASBURY AUTOMOTIVE GROUP INC
PURCHASE
8,606$43.23$372.1K2,118,216Mar 19, 2020Mar 20, 2020View →
ABG
ASBURY AUTOMOTIVE GROUP INC
PURCHASE
113,270$43.27$4.90M2,109,610Mar 18, 2020Mar 20, 2020View →
Other insiders · CWH
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About this filer
CIK 0001358706
ROLE
10% Owner
PRIMARY
CWH
COMPANIES
4
ACTIVE SINCE
Mar 2020
MARKETPEEL · /INSIDER/0001358706DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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