Spruce House Investment Management LLC 13F holdings
Spruce House Investment Management LLC reported 11 positions with a total reported value of $3.4B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: APP APPLOVIN CORP (27.1%), CVNA CARVANA CO (22.6%), CPAY CORPAY INC (8.6%), W WAYFAIR INC (7.9%), GXO GXO LOGISTICS INCORPORATED (7.8%). Against 2026-03-31 it opened 0 new positions and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
11 largest of 11 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| APP APPLOVIN CORP | 1,790,000 | $922.3M | 27.1% |
| CVNA CARVANA CO | 11,675,000 | $768.4M | 22.6% |
| CPAY CORPAY INC | 880,000 | $293.3M | 8.6% |
| W WAYFAIR INC | 2,909,700 | $268.9M | 7.9% |
| GXO GXO LOGISTICS INCORPORATED | 5,250,000 | $266.2M | 7.8% |
| COLLIERS INTL GROUP INC | 2,745,325 | $257.4M | 7.6% |
| DKNG DRAFTKINGS INC NEW | 9,650,000 | $243.8M | 7.2% |
| SRAD SPORTRADAR GROUP AG | 9,155,000 | $137.1M | 4.0% |
| CMPR CIMPRESS PLC | 1,222,633 | $124.3M | 3.7% |
| CNM CORE & MAIN INC | 2,150,000 | $103.7M | 3.1% |
| QXO QXO INC | 813,009 | $14.0M | 0.4% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 0 in all · reported value as of 2026-06-30
No new positions.
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CVNA CARVANA CO | 2,335,000 | 11,675,000 | +400.0% | $768.4M |
| GXO GXO LOGISTICS INCORPORATED | 3,250,000 | 5,250,000 | +61.5% | $266.2M |
| SRAD SPORTRADAR GROUP AG | 2,750,000 | 9,155,000 | +232.9% | $137.1M |
| W WAYFAIR INC | 2,600,000 | 2,909,700 | +11.9% | $268.9M |
| COLLIERS INTL GROUP INC | 2,511,000 | 2,745,325 | +9.3% | $257.4M |
Decreases
No position was decreased.
CIK 1543170 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
