SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
11 holdingsFiling period: 2026-03-31Current AUM: $2.87Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | 2.33M | $734.1M | $728.1M | 25.36% | +60.0K | 2026-03-31 |
| 2 | APP | APPLOVIN CORP | 1.79M | $712.4M | $708.7M | 24.68% | -9,729 | 2026-03-31 |
| 3 | CIGI | COLLIERS INTL GROUP INC | 2.51M | $268.4M | $247.4M | 8.62% | +1.21M | 2026-03-31 |
| 4 | CPAY | CORPAY INC | 880.0K | $256.1M | $336.3M | 11.71% | +50.0K | 2026-03-31 |
| 5 | DKNG | DRAFTKINGS INC NEW | 9.65M | $208.6M | $226.6M | 7.89% | +5.45M | 2026-03-31 |
| 6 | W | WAYFAIR INC | 2.60M | $195.5M | $220.7M | 7.69% | -323,845 | 2026-03-31 |
| 7 | GXO | GXO LOGISTICS INCORPORATED | 3.25M | $168.5M | $163.0M | 5.68% | -- | 2026-03-31 |
| 8 | CNM | CORE & MAIN INC | 2.15M | $106.2M | $94.5M | 3.29% | -- | 2026-03-31 |
| 9 | — | CIMPRESS PLC | 1.22M | $89.3M | $89.3M | 3.11% | -242,733 | 2026-03-31 |
| 10 | — | SPORTRADAR GROUP AG | 2.75M | $46.0M | $46.0M | 1.60% | -- | 2026-03-31 |
| 11 | QXO | QXO INC | 813.0K | $15.8M | $10.8M | 0.38% | -- | 2026-03-31 |
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