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Camping World Holdings (CWH) Q2 2025 10-Q key takeaways

• Revenue rose 9.4% YoY to $1.98 bn; six-month sales up 6.9% to $3.39 bn.
• Profitability improved: gross profit +8% to $592 m; operating income +37% to $130 m. Operating margin expanded 130 bp to 6.6%.
• Net income attributable to CWH advanced to $30.2 m (EPS $0.48) from $9.8 m (EPS $0.22). Six-month EPS turned positive at $0.29 vs. 鈥�$0.28.
• Segment drivers: New-vehicle revenue +8.0%, Used-vehicle +19.0%, F&I +12.4%. Good Sam Services grew 3.2%.
• Expense trends: SG&A up 4.2% to $437 m; combined interest expense fell 19% to $51.8 m, supporting bottom-line growth.
• Balance sheet: cash declined to $118 m (鈥�43% YTD) as inventories expanded $239 m and floor-plan notes rose $118 m. Long-term debt steady at $1.48 bn; total leverage 4.7 脳 equity.
• Cash flow pressure: YTD operating cash outflow of $44.6 m (vs. +$84.3 m LY) driven by working-capital build; investing cash outflow $180 m for capex & acquisitions.
• Shareholder returns: quarterly dividend maintained at $0.125/sh (paid $15.7 m YTD); no share repurchases apart from tax-withholding on RSUs.
• Other items: immaterial tax-asset restatement increased deferred tax asset by $43.8 m and APIC by $33.4 m.

Overall, stronger sales and cost control lifted earnings, but negative operating cash flow and higher inventory/floor-plan debt warrant monitoring.

Lithia Motors, Inc. (LAD) filed an 8-K on 29 Jul 2025. The filing is limited to two material disclosures:

• Item 2.02 鈥� Results of Operations: The company issued a press release (Ex. 99.1) with its Q2 2025 financial results; the actual figures are not included in the 8-K text.
• Item 8.01 鈥� Other Events: The Board declared a $0.55 per-share cash dividend payable 22 Aug 2025 to shareholders of record on 8 Aug 2025.

No other significant transactions, guidance, or financial statements were provided. Exhibit 104 contains the XBRL-formatted cover page.

Dimensional Fund Advisors LP (DFA) has filed a Schedule 13G indicating that, as of 30 June 2025, it beneficially owns 1,572,330 shares of Boston Omaha Corp ("BOC"), representing 5.1 % of the company鈥檚 outstanding common stock. The institutional investor reports sole voting power over 1,540,879 shares and sole dispositive power over the full 1,572,330-share position, with no shared voting or dispositive authority.

DFA, a Delaware limited partnership and SEC-registered investment adviser, explains that the shares are held across multiple mutual funds, commingled trusts and separate accounts for which it or its subsidiaries act as adviser or sub-adviser. While DFA may exercise voting and investment discretion, it expressly disclaims beneficial ownership in excess of the requirements of Section 13(d).

Crossing the 5 % ownership threshold triggers this disclosure and signals a modest increase in institutional ownership in BOC. Because DFA is predominantly a passive, quantitative manager, the filing does not suggest an activist agenda or an intention to influence control. Nevertheless, additional institutional sponsorship can enhance liquidity, broaden research coverage and potentially support the share price through index-related demand.

Key numeric details

• Date of event: 30 June 2025
• Shares owned: 1,572,330
• Percent of class: 5.1 %
• Sole voting power: 1,540,879
• Sole dispositive power: 1,572,330

Overall, the Schedule 13G is an informative but routine ownership disclosure that underscores growing passive interest in Boston Omaha without materially altering corporate governance or near-term strategy.