§ 13F · FUND PROFILE
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC.
AUM · $3.4B (13F)Positions · 11Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 1.79M | $922M | 27.1% | ±0% |
| 2 | CVNA | CARVANA CO | 11.68M | $768M | 22.6% | +400% |
| 3 | CPAY | CORPAY INC | 880K | $293M | 8.6% | ±0% |
| 4 | W | WAYFAIR INC | 2.91M | $269M | 7.9% | +12% |
| 5 | GXO | GXO LOGISTICS INCORPORATED | 5.25M | $266M | 7.8% | +62% |
| 6 | CIGI | COLLIERS INTL GROUP INC | 2.75M | $257M | 7.6% | +9% |
| 7 | DKNG | DRAFTKINGS INC NEW | 9.65M | $244M | 7.2% | ±0% |
| 8 | SRAD | SPORTRADAR GROUP AG | 9.15M | $137M | 4.0% | +233% |
| 9 | CMPR | CIMPRESS PLC | 1.22M | $124M | 3.7% | ±0% |
| 10 | CNM | CORE & MAIN INC | 2.15M | $104M | 3.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SPRUCE SIGNAL
AC read
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC is a Other fund managing $3.4 billion in assets. The fund runs a focused portfolio of just 11 positions.
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