Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Camping World Holdings, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Retail-Auto Dealers & Gasoline Stations
Prev close 5.76 · gapped above the open, then crossed back over prior close. High/low 6.21 at 8:45 am ET, 5.68 at 3:30 pm ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of CWH revenue | Skew |
|---|---|---|---|
| THOThor Industries, Inc. | 38.83% | 58.40% | 1.5× |
| NNNNNN Reit, Inc. | 3.80% | 0.55% | 6.9× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“As of December 31, 2025, Thor Industries and Forest River accounted for approximately 58.4% and 34.4%, respectively, of our new RV inventory.”
$3.7B relationship1.5× more of CWH’s book than THO’s
basisCWH fy2025 · closed 2025-12 $6.4BTHO fy2025 · closed 2025-07 $9.6B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0001104659-26-021548cik 0001669779
“As of December 31, 2025, Thor Industries and Forest River accounted for approximately 58.4% and 34.4%, respectively, of our new RV inventory.”
$2.2B relationship
basisCWH fy2025 · closed 2025-12 $6.4B
FILING10-K0001104659-26-021548cik 0001669779
“• 19.0% of the Property Portfolio annual base rent is generated from five tenants: 7-Eleven (4.5%), Mister Car Wash (4.1%), Dave & Buster's (3.8%), Camping World (3.8%) and GPM Investments (convenience stores) (2.8%), and”
$35M relationship6.9× more of NNN’s book than CWH’s
basisNNN fy2025 · closed 2025-12 $926MCWH fy2025 · closed 2025-12 $6.4B
FILING10-K0000950170-25-017472cik 0000751364disclosed by NNN
“we have become Costco's exclusive RV partner for its auto program.”
FILING10-K0001104659-26-021548cik 0001669779
“We contract with Bread Financial and Visa to offer four distinct card products: Good Sam Travel Visa® Credit Card, Good Sam Rewards Visa® Credit Card, Coast to Coast Visa® Credit Card, and Good Sam Rewards Credit Card (private label).”
FILING10-K0001104659-26-021548cik 0001669779
“We have decades of experience in the energy and RV industries and cultivate relationships with numerous retailers in the space, including Camping World, a leading national RV retailer; and Keystone Automotive, a leading national marketer”
FILING10-K0001903596-26-000075cik 0001894954disclosed by XPON
“We contract with Bread Financial and Visa to offer four distinct card products: Good Sam Travel Visa® Credit Card, Good Sam Rewards Visa® Credit Card, Coast to Coast Visa® Credit Card, and Good Sam Rewards Credit Card (private label).”
FILING10-K0001104659-26-021548cik 0001669779
Watchlist prices, news filtered to it, and its next report on your desk.
Camping World Holdings, Inc. has 6 disclosed suppliers and 1 disclosed customer. Each one is named in an SEC filing, either Camping World Holdings, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
CWH (Camping World Holdings, Inc.) has 6 disclosed suppliers and 1 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: XPON +9.15%, in hardware.