§ 13F · FUND PROFILE
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 11Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$46M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 2.33M | $734M | 26.2% | +3% |
| 2 | APP | APPLOVIN CORP | 1.79M | $712M | 25.4% | −1% |
| 3 | CIGI | COLLIERS INTL GROUP INC | 2.51M | $268M | 9.6% | +93% |
| 4 | CPAY | CORPAY INC | 880K | $256M | 9.1% | +6% |
| 5 | DKNG | DRAFTKINGS INC NEW | 9.65M | $209M | 7.4% | +130% |
| 6 | W | WAYFAIR INC | 2.60M | $196M | 7.0% | −11% |
| 7 | GXO | GXO LOGISTICS INCORPORATED | 3.25M | $169M | 6.0% | ±0% |
| 8 | CNM | CORE & MAIN INC | 2.15M | $106M | 3.8% | ±0% |
| 9 | CMPR | CIMPRESS PLC | 1.22M | $89M | 3.2% | −17% |
| 10 | SRAD | SPORTRADAR GROUP AG | 2.75M | $46M | 1.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPRUCE SIGNAL
AC read
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed