13F HOLDINGS REPORT
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001543170-25-000013
Total Value
$3.87B
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 2,057,024 | $1.48B | 38.18% |
| 2 | CARVANA CO | CVNA | 3,609,288 | $1.36B | 35.18% |
| 3 | WAYFAIR INC | W | 2,923,845 | $261.2M | 6.75% |
| 4 | COLLIERS INTL GROUP INC | 194693107 | 1,301,133 | $203.4M | 5.26% |
| 5 | GXO LOGISTICS INCORPORATED | GXO | 3,250,000 | $171.9M | 4.44% |
| 6 | CIMPRESS PLC | CMPR | 2,058,904 | $129.8M | 3.35% |
| 7 | CORPAY INC | CPAY | 425,000 | $122.4M | 3.16% |
| 8 | CORE & MAIN INC | CNM | 2,150,000 | $115.7M | 2.99% |
| 9 | QXO INC | QXO-PB | 813,009 | $15.5M | 0.40% |
| 10 | DRAFTKINGS INC NEW | DKNG | 300,000 | $11.2M | 0.29% |