Spruce House Investment Management LLC
11 holdingsFiling period: 2026-06-30Current AUM: $2.92Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | APP | Applovin Corp | 1.79M | $922.3M | $470.4M | 16.11% | -- | 2026-06-30 |
| 2 | CVNA | Carvana Co | 11.68M | $768.4M | $691.5M | 23.68% | +9.34M | 2026-06-30 |
| 3 | CPAY | Corpay Inc | 880.0K | $293.3M | $349.4M | 11.97% | -- | 2026-06-30 |
| 4 | W | Wayfair Inc | 2.91M | $268.9M | $328.7M | 11.26% | +309.7K | 2026-06-30 |
| 5 | GXO | Gxo Logistics Incorporated | 5.25M | $266.2M | $262.7M | 9.00% | +2.00M | 2026-06-30 |
| 6 | CIGI | Colliers Intl Group Inc | 2.75M | $257.4M | $255.4M | 8.75% | +234.3K | 2026-06-30 |
| 7 | DKNG | Draftkings Inc New | 9.65M | $243.8M | $200.5M | 6.87% | -- | 2026-06-30 |
| 8 | — | Sportradar Group AG | 9.15M | $137.1M | $137.1M | 4.69% | +6.41M | 2026-06-30 |
| 9 | — | Cimpress PLC | 1.22M | $124.3M | $124.3M | 4.26% | -- | 2026-06-30 |
| 10 | CNM | Core & Main Inc | 2.15M | $103.7M | $91.1M | 3.12% | -- | 2026-06-30 |
| 11 | QXO | Qxo Inc | 813.0K | $14.0M | $8.6M | 0.30% | -- | 2026-06-30 |
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