The Analysis of SPRUCE HOUSE INVESTMENT MANAGEMENT LLC's Holdings


Currently, SPRUCE HOUSE INVESTMENT MANAGEMENT LLC holds 10 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in APP (+1.8M shares, valued at $1.2B), CVNA (+2.3M shares, valued at $960.1M), W (+2.9M shares, valued at $293.6M); initiated new positions in APP (+1.8M shares, valued at $1.2B), CVNA (+2.3M shares, valued at $960.1M), W (+2.9M shares, valued at $293.6M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APP APPLOVIN CORP1.8M sharesnew addition2025-12-312026-02-17history
CVNA CARVANA CO2.3M sharesnew addition2025-12-312026-02-17history
W WAYFAIR INC2.9M sharesnew addition2025-12-312026-02-17history
CORPAY INC CORPAY INC830.0K sharesnew addition2025-12-312026-02-17history
CIGI COLLIERS INTL GROUP INC1.3M sharesnew addition2025-12-312026-02-17history
GXO GXO LOGISTICS INCORPORATED3.3M sharesnew addition2025-12-312026-02-17history
DRAFTKINGS INC NEW DRAFTKINGS INC NEW4.2M sharesnew addition2025-12-312026-02-17history
CMPR CIMPRESS PLC1.5M shares0.00%2026-01-292026-02-02history
Sponsored
CNM CORE & MAIN INC2.1M sharesnew addition2025-12-312026-02-17history
QXO QXO INC813.0K sharesnew addition2025-12-312026-02-17history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available