Crestview Partners II GP, L.P.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Crestview Partners II GP, L.P. reported 3 stock positions worth $338.6 million. Its top holding was Victory Capital Holding - A (VCTR) at 78.7% of the portfolio, followed by Select Water Solutions (WTTR, 12.3%) and Camping World Class A (CWH, 9.0%). Compared with Q2 2025, it reduced 1. The biggest sale was Victory Capital Holding - A (VCTR, shares −46%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001505639
Portfolio Value
$338.6M (Q3 2025)
SEC Filing
0000950142-25-002971 ↗ filed Nov 14, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $581.8M Q1 2024 Q2 2024: $630.2M Q2 2024 Q3 2024: $733.2M Q3 2024 Q4 2024: $590.5M Q4 2024 Q1 2025: $512.6M Q1 2025 Q2 2025: $551.7M Q2 2025 Q3 2025: $338.6M $338.6M Q3 2025 Q4 2025: $318.1M Q4 2025 Q1 2026: $340.9M Q1 2026 Q2 2026: $234.8M Q2 2026

Holdings 3 stocks · $338.6M
VCTR Victory Capital Holding - A 78.73% 4,116,838 $266.6M Reduce -46.0%
WTTR Select Water Solutions Inc. 12.31% 3,899,195 $41.7M No change
CWH Camping World Holdings Inc. Class A 8.96% 1,921,246 $30.3M No change

Portfolio Sells Q2 2025 → Q3 2025
VCTR Victory Capital Holding - A Reduce -46.0% 78.73% −9.17

Portfolio Buys Q2 2025 → Q3 2025
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3$234.8MVCTR, WTTR, CWH
Q1 2026 3$340.9MVCTR, WTTR, CWH
Q4 2025 3$318.1MVCTR, WTTR, CWH
Q3 2025 3$338.6MVCTR, WTTR, CWH
Q2 2025 3$551.7MVCTR, WTTR, CWH
Q1 2025 3$512.6MVCTR, WTTR, CWH
Q4 2024 3$590.5MVCTR, WTTR, CWH
Q3 2024 3$733.2MVCTR, CWH, WTTR
Q2 2024 3$630.2MVCTR, WTTR, CWH
Q1 2024 3$581.8MVCTR, CWH, WTTR