Among active 13F managers last quarter, 11 opened and 21 added, while 18 reduced; the largest holder to move was Eminence Capital, LP (+0.9%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
194 tracked 13F filers disclose a position in CWH as of the latest SEC 13F filings, a combined $402.2M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Eminence Capital, LP | 5.8M | $39.8M | ▲+0.9% Added · +53K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 5.5M | $42.2M | ▲+3.6% Added · +193K sh | Q2 2026 | |
| 3 | Goldman Sachs Group Inc | 3.8M | $26.0M | ▲+93% Added · +1.8M sh | Q1 2026 | |
| 4 | Citadel Advisors LLC | 3.3M | $25.2M | ▲+115% Added · +1.8M sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 2.7M | $20.9M | ▲+2.9% Added · +76K sh | Q2 2026 | |
| 6 | Millennium Management LLC | 2.6M | $17.5M | ▲+355% Added · +2.0M sh | Q1 2026 | |
| 7 | Nantahala Capital Management, LLC | 2.6M | $19.5M | ▼−22% Reduced · −708K sh | Q2 2026 | |
| 8 | T. Rowe Price Investment Management, Inc. | 2.4M | Withheld | ▲New +2.4M sh | Q2 2026 | |
| 9 | Philosophy Capital Management LLC | 2.4M | $18.4M | ▼−9.5% Reduced · −253K sh | Q2 2026 | |
| 10 | Vanguard Portfolio Management LLC | 2.3M | $17.2M | ▼−25% Reduced · −739K sh | Q2 2026 | |
| 11 | Crestview Partners II GP, L.P. | 1.9M | $14.7M | ▲+0.5% Added · +10K sh | Q2 2026 | |
| 12 | State Street Corp | 1.8M | $13.7M | ▼−8.5% Reduced · −168K sh | Q2 2026 | |
| 13 | D. E. Shaw & Co., Inc. | 1.7M | $11.6M | ▼−43% Reduced · −1.3M sh | Q1 2026 | |
| 14 | Geode Capital Management, LLC | 1.6M | $12.0M | ▲+10% Added · +145K sh | Q2 2026 | |
| 15 | Dimensional Fund Advisors LP | 1.1M | $7.4M | ▲+4.0% Added · +41K sh | Q1 2026 | |
| 16 | Morgan Stanley | 1.0M | $7.0M | ▼−29% Reduced · −420K sh | Q1 2026 | |
| 17 | Charles Schwab Investment Management Inc | 956K | $6.5M | ▲+29% Added · +217K sh | Q1 2026 | |
| 18 | BNP Paribas Financial Markets | 860K | $5.9M | ▼−44% Reduced · −663K sh | Q1 2026 | |
| 19 | Trexquant Investment LP | 807K | $6.2M | ▲Added Added · +807K sh | Q2 2026 | |
| 20 | UBS Group AG | 786K | $5.4M | ▲+66% Added · +312K sh | Q1 2026 | |
| 21 | Citigroup Inc | 717K | $4.9M | ▲131× Added · +712K sh | Q1 2026 | |
| 22 | Bank Of America Corp | 669K | $4.6M | ▼−15% Reduced · −122K sh | Q1 2026 | |
| 23 | Clearbridge Investments, LLC | 576K | $3.9M | ▲New +576K sh | Q1 2026 | |
| 24 | Shay Capital LLC | 555K | $4.2M | ▲+16% Added · +77K sh | Q2 2026 | |
| 25 | Ameriprise Financial Inc | 512K | $3.5M | ▲New +512K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership. 1 value row is withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 11 funds opened a new position in CWH and 21 added to an existing one, while 18 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 99 funds | $252.0B |
| Amazon.com IncAMZN | 99 funds | $119.2B |
| Microsoft CorpMSFT | 96 funds | $152.1B |
| Eli Lilly & CoLLY | 96 funds | $52.9B |
| Meta Platforms Inc-Class AMETA | 95 funds | $67.7B |
| Advanced Micro DevicesAMD | 95 funds | $38.5B |
| Uber Technologies IncUBER | 95 funds | $6.1B |
| Visa Inc-Class A SharesV | 94 funds | $38.5B |
| Costco Wholesale CorpCOST | 94 funds | $21.0B |
| Qualcomm IncQCOM | 94 funds | $9.8B |
| Alphabet Inc-CL AGOOGL | 93 funds | $103.9B |
| JPMorgan Chase & CoJPM | 93 funds | $37.8B |
Ranked by how many of CWH's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in CWH.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 4, 2025 | Wagner Matthew D | President | Buy (P) | 6K | $101K |
| Sep 27, 2024 | Abrams Capital Management, L.p. | Insider | Sell (S) | 2.0M | $47.8M |
| Sep 13, 2024 | Lemonis Marcus | CHIEF EXECUTIVE OFFICER, Director, 10% Owner | Sell (S) | 125K | $2.9M |
| Sep 12, 2024 | Lemonis Marcus | CHIEF EXECUTIVE OFFICER, Director, 10% Owner | Sell (S) | 125K | $2.8M |
| Sep 11, 2024 | Lemonis Marcus | CHIEF EXECUTIVE OFFICER, Director, 10% Owner | Sell (S) | 121K | $2.6M |
| Mar 15, 2024 | Lemonis Marcus | CHIEF EXECUTIVE OFFICER, Director, 10% Owner | Sell (S) 2 lots, same day | 100K | $2.6M |
| May 31, 2023 | Schickli Kent Dillon | Director | Sell (S) | 10K | $273K |
| Nov 23, 2022 | ML Acquisition Company, LLC | 10% Owner | Sell (S) | 95K | $2.6M |
| Nov 22, 2022 | ML Acquisition Company, LLC | 10% Owner | Sell (S) 2 lots, same day | 272K | $7.5M |
| Nov 10, 2022 | Bell Karin L | CHIEF FINANCIAL OFFICER | Sell (S) | 454 | $14K |
| Sep 16, 2022 | Bell Karin L | CHIEF FINANCIAL OFFICER | Sell (S) | 17K | $510K |
| Jun 10, 2022 | ML Acquisition Company, LLC | 10% Owner | Buy (P) | 38K | $1.0M |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 44 | 35 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for CWH
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CWH/capital-change-brief"
Use Arkolith's capital_change_brief for CWH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CWH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.