§ 13F · FUND PROFILE
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 10Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3448.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 1.80M | $1212.7T | 35.2% | NEW |
| 2 | CVNA | CARVANA CO | 2.27M | $960.1T | 27.8% | NEW |
| 3 | W | WAYFAIR INC | 2.92M | $293.6T | 8.5% | NEW |
| 4 | CPAY | CORPAY INC | 830K | $249.8T | 7.2% | NEW |
| 5 | CIGI | COLLIERS INTL GROUP INC | 1.30M | $191.3T | 5.5% | NEW |
| 6 | GXO | GXO LOGISTICS INCORPORATED | 3.25M | $171.1T | 5.0% | NEW |
| 7 | DKNG | DRAFTKINGS INC NEW | 4.20M | $144.9T | 4.2% | NEW |
| 8 | CNM | CORE & MAIN INC | 2.15M | $111.7T | 3.2% | NEW |
| 9 | CMPR | CIMPRESS PLC | 1.47M | $97.6T | 2.8% | NEW |
| 10 | QXO | QXO INC | 813K | $15.7T | 0.5% | 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
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed