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 W
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| 2021-03-31 | $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 13F history on record for this holder in this stock. | ||||||