Spruce House Investment Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.80B
Q ending 2026-03-31
Prior quarter
$3.45B
Q ending 2025-12-31
Change
-18.8% QoQ · +45.5% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Carvana Co | CVNA | Shares | $734.1M | 2.3M |
| Applovin Corp | APP | Shares | $712.4M | 1.8M |
| Colliers Intl Group Inc | CIGI | Shares | $268.4M | 2.5M |
| Corpay Inc | CPAY | Shares | $256.1M | 880K |
| Draftkings Inc New | DKNG | Shares | $208.6M | 9.7M |
| Wayfair Inc | W | Shares | $195.5M | 2.6M |
| Gxo Logistics Incorporated | GXO | Shares | $168.5M | 3.3M |
| Core & Main Inc | CNM | Shares | $106.2M | 2.1M |
| Cimpress Plc | Shares | $89.3M | 1.2M | |
| Sportradar Group Ag | Shares | $46.0M | 2.8M | |
| Qxo Inc | QXO | Shares | $15.8M | 813K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.