170 tracked 13F filers disclose a position in CWH as of the latest SEC 13F filings, a combined $398.3M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | EMINENCE CAPITAL, LP | $39.8M | 5.8M | ▲+0.9% Added · +53K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $36.4M | 5.3M | ▼−2.4% Reduced · −133K sh | Q1 2026 | |
| 3 | GOLDMAN SACHS GROUP INC | $26.0M | 3.8M | ▲+93% Added · +1.8M sh | Q1 2026 | |
| 4 | Hood River Capital Management LLC | $25.2M | 3.7M | ▲+16% Added · +510K sh | Q1 2026 | |
| 5 | Nantahala Capital Management, LLC | $22.3M | 3.3M | ▲+208% Added · +2.2M sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $20.5M | 3.0M | →First observed position No prior filed position | Q1 2026 | |
| 7 | VANGUARD CAPITAL MANAGEMENT LLC | $18.2M | 2.7M | →First observed position No prior filed position | Q1 2026 | |
| 8 | Philosophy Capital Management LLC | $18.2M | 2.7M | ▲+123% Added · +1.5M sh | Q1 2026 | |
| 9 | MILLENNIUM MANAGEMENT LLC | $17.5M | 2.6M | ▲+355% Added · +2.0M sh | Q1 2026 | |
| 10 | STATE STREET CORP | $13.4M | 2.0M | ▼−0.5% Reduced · −11K sh | Q1 2026 | |
| 11 | D. E. Shaw & Co., Inc. | $11.6M | 1.7M | ▼−43% Reduced · −1.3M sh | Q1 2026 | |
| 12 | CITADEL ADVISORS LLC | $10.5M | 1.5M | ▲+8.7% Added · +122K sh | Q1 2026 | |
| 13 | Point72 Asset Management, L.P. | $9.9M | 1.5M | ▲+212% Added · +990K sh | Q1 2026 | |
| 14 | GEODE CAPITAL MANAGEMENT, LLC | $9.7M | 1.4M | ▼−0.7% Reduced · −10K sh | Q1 2026 | |
| 15 | DIMENSIONAL FUND ADVISORS LP | $7.4M | 1.1M | ▲+4.0% Added · +41K sh | Q1 2026 | |
| 16 | MORGAN STANLEY | $7.0M | 1.0M | ▼−29% Reduced · −420K sh | Q1 2026 | |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $6.5M | 956K | ▲+29% Added · +217K sh | Q1 2026 | |
| 18 | BNP PARIBAS FINANCIAL MARKETS | $5.9M | 860K | ▼−44% Reduced · −663K sh | Q1 2026 | |
| 19 | UBS Group AG | $5.4M | 786K | ▲+66% Added · +312K sh | Q1 2026 | |
| 20 | CITIGROUP INC | $4.9M | 717K | ▲131× Added · +712K sh | Q1 2026 | |
| 21 | BANK OF AMERICA CORP /DE/ | $4.6M | 669K | ▼−15% Reduced · −122K sh | Q1 2026 | |
| 22 | Clearbridge Investments, LLC | $3.9M | 576K | ▲New +576K sh | Q1 2026 | |
| 23 | AMERIPRISE FINANCIAL INC | $3.5M | 512K | ▲New +512K sh | Q1 2026 | |
| 24 | NORTHERN TRUST CORP | $3.4M | 503K | ▼−3.0% Reduced · −16K sh | Q1 2026 | |
| 25 | TWO SIGMA INVESTMENTS, LP | $3.4M | 500K | ▼−22% Reduced · −138K 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.
Last quarter, 7 funds opened a new position in CWH and 25 added to an existing one, while 14 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 68 funds | $23.9B |
| AMAZON.COM INCAMZN | 66 funds | $22.4B |
| BOSTON SCIENTIFIC CORPBSX | 66 funds | $2.3B |
| NVIDIA CORPNVDA | 65 funds | $37.8B |
| META PLATFORMS INC-CLASS AMETA | 65 funds | $11.6B |
| MICRON TECHNOLOGY INCMU | 65 funds | $6.8B |
| ELI LILLY & COLLY | 65 funds | $6.4B |
| COSTCO WHOLESALE CORPCOST | 65 funds | $4.9B |
| MASTERCARD INC - AMA | 65 funds | $4.1B |
| CAPITAL ONE FINANCIAL CORPCOF | 65 funds | $2.0B |
| SCHWAB (CHARLES) CORPSCHW | 65 funds | $1.6B |
| BROADCOM INCAVGO | 64 funds | $13.2B |
Ranked by how many of CWH's institutional holders also hold each name, a cross-fund conviction signal.
| 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) | 90K | $2.3M |
| Mar 15, 2024 | LEMONIS MARCUS | CHIEF EXECUTIVE OFFICER, Director, 10% Owner | Sell (S) | 10K | $276K |
| 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) | 99 | $3K |
| Nov 22, 2022 | ML Acquisition Company, LLC | 10% Owner | Sell (S) | 272K | $7.5M |
| Nov 10, 2022 | Bell Karin L | CHIEF FINANCIAL OFFICER | Sell (S) | 454 | $14K |
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.