Institutional Manager · CIK 0001543170
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
New York, NY · File #028-16511
Latest AUM
$3.45B
Positions
10
Top-10 Concentration
100.0%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202510 pos · $3.45B
- 13F HOLDINGS REPORTQ/E Sep 202510 pos · $3.87B
- 13F HOLDINGS REPORTQ/E Jun 20259 pos · $2.71B
- 13F HOLDINGS REPORTQ/E Mar 20259 pos · $1.93B
- 13F HOLDINGS REPORTQ/E Dec 202411 pos · $2.72B
- 13F HOLDINGS REPORTQ/E Sep 202410 pos · $2.04B
- 13F HOLDINGS REPORTQ/E Jun 202410 pos · $1.52B
- 13F HOLDINGS REPORTQ/E Mar 202411 pos · $1.39B
- 13F HOLDINGS REPORTQ/E Dec 20236 pos · $1.12B
- 13F HOLDINGS REPORTQ/E Sep 20236 pos · $875.0M
- 13F HOLDINGS REPORTQ/E Jun 20235 pos · $510.9M
- 13F HOLDINGS REPORTQ/E Mar 20235 pos · $377.1M
Top 10 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |