Why insider trading matters?

If management teams do not own any relevant stakes in the companies they guide, they may not be focused on creating wealth for shareholders to the same degree, compared to those that see their personal wealth increase when share prices rise.

- Klaus Gugler, Economist
Camping World Holdings, Inc. (CWH)
Sector: Consumer Cyclical; Industry: Recreational Vehicles

Camping World Holdings, Inc., through its subsidiaries, operates as an outdoor and camping retailer. The company operates through three segments: Consumer Services and Plans, Dealership, and Retail. It provides emergency roadside assistance; property and casualty insurance programs; travel assist programs; extended vehicle service contracts; travel protection; co-branded credit cards; vehicle financing and refinancing; club memberships; and publications and directories. As of December 31, 2018, it operated a network of 227 retail locations in 36 states of the United States.


Trade Date Insider Title Buy/Sell #Shares Price Value Option
2021-12-17 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 2,695 $37.09 $99,944 No
2021-12-08 Bell Karin L CHIEF FINANCIAL OFFICER Sell 8,838 $42.00 $371,196 No
2021-08-04 Bell Karin L CHIEF FINANCIAL OFFICER Sell 3,652 $42.00 $153,384 No
2021-05-11 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 2,330 $43.18 $100,605 No
2021-04-28 Crestview Partners II GP, L.P. 10%-Owner, Director Sell 552,303 $45.32 $25,030,921 Yes
2021-04-01 Ward Tamara CHIEF OPERATING OFFICER Sell 11,954 $36.81 $439,986 No
2021-03-17 Crestview Partners II GP, L.P. 10%-Owner, Director Sell 448,639 $42.25 $18,955,377 Yes
2021-03-11 Crestview Partners II GP, L.P. 10%-Owner, Director Sell 1,500,000 $40.30 $60,450,000 Yes
2021-03-11 George Mary J Director Sell 5,000 $42.35 $211,746 No
2021-03-05 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 3,178 $31.32 $99,519 No
2021-03-04 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 3,147 $31.68 $99,697 No
2021-03-03 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 3,127 $32.04 $100,189 No
2021-02-11 Crestview Partners II GP, L.P. 10%-Owner, Director Sell 107,572 $39.67 $4,267,165 Yes
2021-02-08 Crestview Partners II GP, L.P. 10%-Owner, Director Sell 355,977 $39.48 $14,054,578 Yes
2021-01-27 Crestview Partners II GP, L.P. 10%-Owner, Director Sell 1,217,261 $37.77 $45,978,231 Yes
2021-01-12 Bell Karin L Chief Financial Officer Sell 4,112 $32.00 $131,584 Yes
2020-11-10 MALONE MICHAEL W Director Buy 2,070 $24.14 $49,962 No
2020-11-09 ADAMS STEPHEN Director Buy 200,000 $24.55 $4,909,600 No
2020-09-04 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 3,395 $29.57 $100,381 No
2020-09-03 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 3,100 $32.18 $99,769 No
2020-09-02 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 3,105 $32.26 $100,175 No
2020-08-31 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 17,525 $29.04 $508,910 No
2020-08-28 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 3,085 $32.55 $100,412 No
2020-08-27 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 3,200 $31.21 $99,868 No
2020-08-25 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 16,775 $29.82 $500,153 No
2020-08-24 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 15,475 $32.23 $498,804 No
2020-08-20 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 7,565 $33.05 $250,059 No
2020-03-11 ADAMS STEPHEN Director Buy 13,750 $8.12 $111,691 No
2020-03-12 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 100,000 $6.33 $632,890 No
2020-03-05 LEMONIS MARCUS CHIEF EXECUTIVE OFFICER Buy 50,000 $10.71 $535,560 No

Insider Smart

Planet Fitness, Inc (PLNT) - Our position in PLNT is also inspired by insider trading, if insiders are comfortable and confident buying around $50, it is an easy hold if you can pick it up at an even lower price. Our avg cost of the position is ~$40 and is now with 50% profit.

Insider Smart

Delta Airlines (DAL) - From an insider's perspective: airlines are the first ones to go under due to the pandemic. A lot of concerns were raised on possible bankruptcy especially amid by the dump from Buffett. However, insiders of Delta were bold enough to buy when Buffett was fear. And Delta is the only airline bought by insiders post-Buffett-dump.