Spruce House Investment Management
$2.8B Assets Reported
11 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| CVNA | CARVANA CO | 2,335,000 | $734M | 26.2% |
| APP | APPLOVIN CORP | 1,790,000 | $712M | 25.4% |
| CIGI | COLLIERS INTL GROUP INC | 2,511,000 | $268M | 9.6% |
| CPAY | CORPAY INC | 880,000 | $256M | 9.1% |
| DKNG | DRAFTKINGS INC NEW | 9,650,000 | $209M | 7.4% |
| W | WAYFAIR INC | 2,600,000 | $196M | 7.0% |
| GXO | GXO LOGISTICS INCORPORATED | 3,250,000 | $169M | 6.0% |
| CNM | CORE & MAIN INC | 2,150,000 | $106M | 3.8% |
| CMPR | CIMPRESS PLC | 1,222,633 | $89M | 3.2% |
| SRAD | SPORTRADAR GROUP AG | 2,750,000 | $46M | 1.6% |
Track Spruce House Investment Management's 13F portfolio: $2.8B in reported holdings, 11 positions. Top holdings, AUM, and quarterly changes on SentiSense.