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Stock research / United States / Funds / Crestview Partners II GP, L.P.

Crestview Partners II GP, L.P.

CIK 1505639 · latest 13F filed 13 August 2026 · Read the filing on EDGAR

Crestview Partners II GP, L.P. reported 3 US-listed holdings worth $234.8 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Victory Capital Holdings, Inc. (71.5%), Select Water Solutions Inc. (22.3%) and Camping World Hldgs Inc. (6.3%). Against the quarter before, it opened 0 positions, added to 1, trimmed 2 and sold out of 0.

Reported holdings$234.8M-31.1% on Q1 2026
Positions3as many as Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 13 August 2026
Where the money is
Added toTrimmed
VCTR71.5%WTTR22.3%CWH6.3%

The 3 largest of its 3 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $733.2 million in 3 positions$733MQ3 24Q4 2024: $590.5 million in 3 positions$590MQ4 24Q1 2025: $512.6 million in 3 positions$513MQ1 25Q2 2025: $551.7 million in 3 positions$552MQ2 25Q3 2025: $338.6 million in 3 positions$339MQ3 25Q4 2025: $318.1 million in 3 positions$318MQ4 25Q1 2026: $340.9 million in 3 positions$341MQ1 26Q2 2026: $234.8 million in 3 positions$235MQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +44.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.

Its reported holdingsThe S&P 500
105120135Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Its holdings +44.1%S&P 500 +30.2%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Added 1Trimmed 2
Added: 1Trimmed: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Added to 1

  1. Camping World Hldgs Inc. CWH+9,650 shares · +1%

Trimmed 2

  1. Victory Capital Holdings, Inc. VCTR-2.1 million shares · -51%
  2. Select Water Solutions Inc. WTTR-1.3 million shares · -33%

What it holds

CompanySharesValueOf its bookChange in shares
Victory Capital Holdings, Inc. VCTR2.0M$167.8 million71.46%-2.1M
Select Water Solutions Inc. WTTR2.6M$52.3 million22.26%-1.3M
Camping World Hldgs Inc. CWH1.9M$14.7 million6.28%+9.7K
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before.