SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
11 holdingsFiling period: 2026-06-30Current AUM: $3.13Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | 1.79M | $922.3M | $593.3M | 18.99% | -- | 2026-06-30 |
| 2 | CVNA | CARVANA CO | 11.68M | $768.4M | $781.1M | 24.99% | +9.34M | 2026-06-30 |
| 3 | CPAY | CORPAY INC | 880.0K | $293.3M | $358.8M | 11.48% | -- | 2026-06-30 |
| 4 | W | WAYFAIR INC | 2.91M | $268.9M | $301.7M | 9.65% | +309.7K | 2026-06-30 |
| 5 | GXO | GXO LOGISTICS INCORPORATED | 5.25M | $266.2M | $244.7M | 7.83% | +2.00M | 2026-06-30 |
| 6 | CIGI | COLLIERS INTL GROUP INC | 2.75M | $257.4M | $248.8M | 7.96% | +234.3K | 2026-06-30 |
| 7 | DKNG | DRAFTKINGS INC NEW | 9.65M | $243.8M | $237.8M | 7.61% | -- | 2026-06-30 |
| 8 | — | SPORTRADAR GROUP AG | 9.15M | $137.1M | $137.1M | 4.39% | +6.41M | 2026-06-30 |
| 9 | — | CIMPRESS PLC | 1.22M | $124.3M | $124.3M | 3.98% | -- | 2026-06-30 |
| 10 | CNM | CORE & MAIN INC | 2.15M | $103.7M | $88.3M | 2.83% | -- | 2026-06-30 |
| 11 | QXO | QXO INC | 813.0K | $14.0M | $9.3M | 0.30% | -- | 2026-06-30 |
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