Spruce House Investment Management
$3.4B 13F equity value
11 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Spruce House Investment Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| APP | APPLOVIN CORP | 1,790,000 | $922M | 27.1% |
| CVNA | CARVANA CO | 11,675,000 | $768M | 22.6% |
| CPAY | CORPAY INC | 880,000 | $293M | 8.6% |
| W | WAYFAIR INC | 2,909,700 | $269M | 7.9% |
| GXO | GXO LOGISTICS INCORPORATED | 5,250,000 | $266M | 7.8% |
| CIGI | COLLIERS INTL GROUP INC | 2,745,325 | $257M | 7.6% |
| DKNG | DRAFTKINGS INC NEW | 9,650,000 | $244M | 7.2% |
| SRAD | SPORTRADAR GROUP AG | 9,155,000 | $137M | 4.0% |
| CMPR | CIMPRESS PLC | 1,222,633 | $124M | 3.7% |
| CNM | CORE & MAIN INC | 2,150,000 | $104M | 3.1% |
Track Spruce House Investment Management's 13F portfolio: $3.4B in reported holdings, 11 positions. Top holdings and quarterly changes on SentiSense.
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