SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Top Portfolio Positions
11 positions ·
$3,069,347,423 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| CVNA |
Carvana Co.
Consumer Cyclical
|
2,335,000 | $734,077,300 | 23.92% | |
| APP |
AppLovin Corp
Communication Services
|
1,790,000 | $712,420,000 | 23.21% | |
| CIGI |
Colliers International Group Inc.
Real Estate
|
5,022,000 | $536,801,580 | 17.49% | |
| CPAY |
Corpay, Inc.
Technology
|
880,000 | $256,071,200 | 8.34% | |
| DKNG |
DraftKings Inc.
Consumer Cyclical
|
9,650,000 | $208,633,000 | 6.80% | |
| W |
Wayfair Inc.
Consumer Cyclical
|
2,600,000 | $195,546,000 | 6.37% | |
| GXO |
GXO Logistics, Inc.
Industrials
|
3,250,000 | $168,512,500 | 5.49% | |
| CNM |
Core & Main, Inc.
Industrials
|
2,150,000 | $106,210,000 | 3.46% | |
| CMPR |
CIMPRESS plc
Industrials
|
1,222,633 | $89,252,209 | 2.91% | |
| SRAD |
Sportradar Group AG
Technology
|
2,750,000 | $46,035,000 | 1.50% |
Portfolio Trend
24 quarters · across all stocks
Holdings in QXO
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,788,634 | 813,009 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $15,682,943 | 813,009 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $15,495,951 | 813,009 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $17,512,213 | 813,009 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $11,008,141 | 813,009 | Shares | Sole | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||