CWHCAMPING WORLD HLDGS INC

CUSIP: 13462K109

Guru Owners

$4.5M

Total Value Held

458,424

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Lee Ainslie	Maverick Capital	458424	$4.5M	0.05%	$9.73	Q4 2025

Lee Ainslie

$4.5M

0.05%

📊 Fundamentals

Market Cap$466.9M

Forward P/E7.0x

EPS (TTM)$-1.43

Revenue (TTM)$6.4B

Profit Margin-1.41%

Div Yield5.52%

Beta2.15

52-Week Range

$7.12

$19.64

Current: $7.36

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '251 owners · $4.5M

NEWLee Ainslie$4.5M

SOLDDavid Abrams

Q3 '241 owners · $75.3M

REDUCEDDavid Abrams$75.3M

SOLDLee Ainslie

Q2 '242 owners · $92.2M

NEWLee Ainslie$965K

Q1 '241 owners · $142.3M

No changes

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

6%analyst est. 6.1%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -5.0%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data