13F HOLDINGS REPORT
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001543170-25-000003
Total Value
$1.93B
Positions
9
Other Managers
1
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 3,609,288 | $754.6M | 39.19% |
| 2 | APPLOVIN CORP | APP | 2,057,024 | $545.0M | 28.30% |
| 3 | GXO LOGISTICS INCORPORATED | GXO | 4,253,997 | $166.2M | 8.63% |
| 4 | COLLIERS INTL GROUP INC | 194693107 | 1,301,133 | $157.5M | 8.18% |
| 5 | CORE & MAIN INC | CNM | 2,450,000 | $118.4M | 6.15% |
| 6 | CIMPRESS PLC | CMPR | 2,058,904 | $93.1M | 4.84% |
| 7 | WAYFAIR INC | W | 2,180,385 | $69.8M | 3.63% |
| 8 | QXO INC | QXO-PB | 813,009 | $11.0M | 0.57% |
| 9 | DRAFTKINGS INC NEW | DKNG | 300,000 | $10.0M | 0.52% |