Position in W
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$268,914,474
+$73,368,474 QoQ
Shares Held
2,909,700
+11.9% QoQ
Ownership
2.12%
of shares outstanding
% of Portfolio
7.91%
of 13F equity value
Holder Rank
#9
of 452 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in W Over Time
Shares Held
Position Value (USD)
Position in Internet Retail
Consumer Cyclical · as of Jun 30, 2026SPRUCE HOUSE INVESTMENT MANAGEMENT LLC holds $268,914,474 across 1 Internet Retail name. W ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | W |
Wayfair Inc.
This page
|
2,909,700 | $268,914,474 |
All Filings in W
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,914,474 | 2,909,700 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $195,546,000 | 2,600,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $293,583,276 | 2,923,845 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $261,187,073 | 2,923,845 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $153,420,000 | 3,000,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $69,837,731 | 2,180,385 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $96,634,663 | 2,180,385 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $148,146,660 | 2,637,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $139,049,010 | 2,637,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $178,999,560 | 2,637,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $225,205,000 | 3,650,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $221,080,500 | 3,650,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $237,286,500 | 3,650,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $125,341,000 | 3,650,000 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $120,048,500 | 3,650,000 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $113,925,000 | 3,500,000 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $152,460,000 | 3,500,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $387,730,000 | 3,500,000 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $911,856,000 | 4,800,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,226,448,000 | 4,800,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,515,408,000 | 4,800,000 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,510,800,000 | 4,800,000 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,083,888,000 | 4,800,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,109,822,500 | 7,250,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,432,672,500 | 7,250,000 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $387,440,000 | 7,250,000 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||