Crestview Partners II GP, L.P. holds a concentrated book of 3 stocks worth $234.8M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they trimmed Victory Capital Holding - A. Their largest long position is Victory Capital Holding - A at 71% of the equity book.
Top-heavy: concentrated book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Crestview Partners II GP, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 3 / 3 | $639.6M |
| STATE STREET CORP | 3 / 3 | $248.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | 3 / 3 | $240.8M |
| FRANKLIN RESOURCES INC | 3 / 3 | $233.2M |
| DIMENSIONAL FUND ADVISORS LP | 3 / 3 | $221.7M |
| GEODE CAPITAL MANAGEMENT, LLC | 3 / 3 | $177.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3 / 3 | $173.3M |
| GOLDMAN SACHS GROUP INC | 3 / 3 | $78.2M |
Ranked by how many of Crestview Partners II GP, L.P.'s top 3 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Victory Capital Holdings CL A COM | $167.8M | 2.00M | 71.5% | ▼−51% Reduced · −2.1M sh | |
| 2 | Select Water Solutions Inc CL A COM | $52.3M | 2.62M | 22.3% | ▼−33% Reduced · −1.3M sh | |
| 3 | Camping World Hldgs Inc CL A | $14.7M | 1.93M | 6.3% | ▲+0.5% Added · +10K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1505639/holdings"
Use Arkolith to show Crestview Partners II GP, L.P.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 13, 2026 | 3 | $234.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 14, 2026 | 3 | $340.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 13, 2026 | 3 | $318.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 3 | $338.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 12, 2025 | 3 | $551.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 14, 2025 | 3 | $512.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 3 | $590.5M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 3 | $733.2M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.