Crestview Partners II GP, L.P.
NEW YORK, NY
$235m in 3 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 7.2% of the portfolio this quarter.
Value
$235m
Stocks
3
Top 10 share
100.0%
Turnover
7.2%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Victory Capital HoldingsVCTR71.5% of the fund-51%
- Select Water SolutionsWTTR22.3% of the fund-33%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Victory Capital HoldingsVCTR | 71.5% | $168m | 1,995,847 | -51% |
| Select Water SolutionsWTTR | 22.3% | $52m | 2,615,972 | -33% |
| Camping World HoldingsCWH | 6.3% | $15m | 1,930,896 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 57.4% since 30 June 2025.
Where the money is
Financial services71.5%
Energy22.3%
Retail & consumer6.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.