SCHEDULE 13G/A: Balyasny Asset Management Discloses 4% Stake in Camping World
Beneficial Ownership Report (Amendment)
Balyasny Asset Management L.P. and its affiliates reported a 4.00% beneficial ownership stake in Camping World Holdings, Inc. common stock.
Summary
- Balyasny Asset Management L.P., along with BAM GP LLC, Balyasny Asset Management Holdings LP, Dames GP LLC, and Dmitry Balyasny, collectively reported beneficial ownership of 2,505,777 shares of Camping World Holdings, Inc. common stock.
- This ownership represents 4.00% of the issuer's class A common stock, based on 62,648,648 shares outstanding as of July 25, 2025.
- The reporting persons hold sole voting power and sole dispositive power over all 2,505,777 shares.
- The shares are held directly by Atlas Diversified Master Fund, Ltd. (ADMF), an investment management client of Balyasny Asset Management L.P.
- The filing certifies that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Camping World Holdings, Inc.
Sentiment
Score: 5
Explanation: The filing is a routine disclosure of beneficial ownership by an institutional investor, indicating a neutral sentiment. A 4% stake is significant but below the 5% threshold that often triggers more active scrutiny or activist interest, and the filing states the shares are held in the ordinary course of business.
Positives
- NA
Negatives
- NA
Risks
- NA
Future Outlook
NA
Industry Context
This filing is a routine disclosure of an institutional investor's stake and does not provide specific industry context or analysis.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional investor's holding in the company, which can influence market perception and trading activity.
Key Dates
| Date | Description |
|---|---|
| 2025-07-25 | Date as of which 62,648,648 shares of class A common stock were outstanding, as reported in the Issuer's Quarterly Report on Form 10-Q. |
| 2025-07-30 | Date the Issuer's Quarterly Report on Form 10-Q was filed with the SEC. |
| 2025-09-30 | Date of event which requires the filing of this statement (beneficial ownership calculation date). |
| 2025-11-10 | Date the Schedule 13G Amendment No. 1 was signed by the reporting persons. |
Keywords
Camping World Holdings, Balyasny Asset Management, Beneficial Ownership, Institutional Investor, Common Stock, SEC Filing, Schedule 13G, Investment Management
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