13F HOLDINGS REPORT
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001543170-26-000004
Total Value
$3.45B
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 1,799,729 | $1.21B | 35.17% |
| 2 | CARVANA CO | CVNA | 2,275,000 | $960.1M | 27.84% |
| 3 | WAYFAIR INC | W | 2,923,845 | $293.6M | 8.51% |
| 4 | CORPAY INC | CPAY | 830,000 | $249.8M | 7.24% |
| 5 | COLLIERS INTL GROUP INC | 194693107 | 1,301,133 | $191.3M | 5.55% |
| 6 | GXO LOGISTICS INCORPORATED | GXO | 3,250,000 | $171.1M | 4.96% |
| 7 | DRAFTKINGS INC NEW | DKNG | 4,203,834 | $144.9M | 4.20% |
| 8 | CORE & MAIN INC | CNM | 2,150,000 | $111.7M | 3.24% |
| 9 | CIMPRESS PLC | CMPR | 1,465,366 | $97.6M | 2.83% |
| 10 | QXO INC | QXO-PB | 813,009 | $15.7M | 0.45% |