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SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $3,399,366,557
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- APPLOVIN CORP · COM CL A · 03831W108 · shares: $922,261,700
- CARVANA CO · CL A · 146869102 · shares: $768,448,500
- CORPAY INC · COM SHS · 219948106 · shares: $293,277,600
- WAYFAIR INC · CL A · 94419L101 · shares: $268,914,474
- GXO LOGISTICS INCORPORATED · COMMON STOCK · 36262G101 · shares: $266,175,000
- COLLIERS INTL GROUP INC · SUB VTG SHS · 194693107 · shares: $257,351,861
- DRAFTKINGS INC NEW · COM CL A · 26142V105 · shares: $243,759,000
- SPORTRADAR GROUP AG · CLASS A ORD SHS · H8088L103 · shares: $137,050,350
- CIMPRESS PLC · SHS EURO · G2143T103 · shares: $124,341,776
- CORE & MAIN INC · CL A · 21874C102 · shares: $103,737,500
Reported holdings
11 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| APPLOVIN CORP | COM CL A | 03831W108 | — | 1,790,000 shares | $922,261,700 |
| CARVANA CO | CL A | 146869102 | — | 11,675,000 shares | $768,448,500 |
| CORPAY INC | COM SHS | 219948106 | — | 880,000 shares | $293,277,600 |
| WAYFAIR INC | CL A | 94419L101 | — | 2,909,700 shares | $268,914,474 |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 | — | 5,250,000 shares | $266,175,000 |
| COLLIERS INTL GROUP INC | SUB VTG SHS | 194693107 | — | 2,745,325 shares | $257,351,861 |
| DRAFTKINGS INC NEW | COM CL A | 26142V105 | — | 9,650,000 shares | $243,759,000 |
| SPORTRADAR GROUP AG | CLASS A ORD SHS | H8088L103 | — | 9,155,000 shares | $137,050,350 |
| CIMPRESS PLC | SHS EURO | G2143T103 | — | 1,222,633 shares | $124,341,776 |
| CORE & MAIN INC | CL A | 21874C102 | — | 2,150,000 shares | $103,737,500 |
| QXO INC | COM NEW | 82846H405 | — | 813,009 shares | $14,048,796 |