13F HOLDINGS REPORT
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001543170-25-000008
Total Value
$2.71B
Positions
9
Other Managers
1
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 3,609,288 | $1.22B | 44.87% |
| 2 | APPLOVIN CORP | APP | 2,057,024 | $720.1M | 26.57% |
| 3 | GXO LOGISTICS INCORPORATED | GXO | 3,600,000 | $175.3M | 6.47% |
| 4 | COLLIERS INTL GROUP INC | 194693107 | 1,301,133 | $170.4M | 6.29% |
| 5 | WAYFAIR INC | W | 3,000,000 | $153.4M | 5.66% |
| 6 | CORE & MAIN INC | CNM | 2,450,000 | $147.9M | 5.46% |
| 7 | CIMPRESS PLC | CMPR | 2,058,904 | $96.8M | 3.57% |
| 8 | QXO INC | QXO-PB | 813,009 | $17.5M | 0.65% |
| 9 | DRAFTKINGS INC NEW | DKNG | 300,000 | $12.9M | 0.47% |