SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 13F Holdings

CIK 0001543170 · New York, NY

As of Sep 30, 2025, SPRUCE HOUSE INVESTMENT MANAGEMENT LLC reported 10 positions worth $3.9B in its SEC Form 13F filing.

Top 10 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLOVIN CORPAPPTechnology2,057,024 .5B38.18%
CARVANA COCVNAConsumer Cyclical3,609,288 .4B35.18%
WAYFAIR INCWConsumer Cyclical2,923,845$261.2M6.75%
COLLIERS INTERNATIONAL GROUP INCCIGIReal Estate1,301,133$203.4M5.26%
GXO LOGISTICS INCGXOIndustrials3,250,000 71.9M4.44%
CIMPRESS PLCCMPRCommunication Services2,058,904 29.8M3.35%
CORPAY INCCPAYTechnology425,000 22.4M3.16%
CORE & MAIN INCCNMIndustrials2,150,000 15.7M2.99%
QXO INCQXOTechnology813,009 5.5M0.40%
DRAFTKINGS INCDKNGConsumer Cyclical300,000 1.2M0.29%