StockDriftsStockDriftsTop 3 Crestview Partners II Gp L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCTR | VICTORY CAPITAL HOLDINGS | 71.46% | 2.00M | $167.8M | -51.27%(-2.10M) | $35.78(+224.85%) | 2026-06-30 | |
| WTTR | SELECT WATER SOLUTIONS INC | 22.26% | 2.62M | $52.3M | -32.91%(-1.28M) | $12.00(+76.71%) | 2026-06-30 | |
| CWH | CAMPING WORLD HLDGS INC | 6.28% | 1.93M | $14.7M | +0.50%(+9.65K) | $32.06(-80.10%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +32.89% | +134.66% | +15.15% | +102.44% |
| Top 20 Holdings Unweighted | +11.83% | +39.85% | +7.71% | +44.94% |
Crestview Partners II Gp L P reports $234.77M in US-listed equity holdings across 3 positions in its most recent 13F filing. Its largest disclosed positions are VCTR (71.5%), WTTR (22.3%) and CWH (6.3%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +134.66% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Crestview Partners II Gp L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1505639). View Crestview Partners II Gp L P’s 13F filings on SEC