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  • Gurus
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  • SPRUCE HOUSE INVESTMENT MANAGEMENT LLC (Data extracted from 13F, 13D, 13G and Form 4)

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

AUM: $2.28 B
13-F Portfolio Value: $3.87 B
Last 13-F Filed: Q3 2025
Concentration in top 10: 100%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
APPAPPLOVIN CORP38.29%2,057,024$1,478,054,025No Change$718.5413F
CVNACARVANA CO35.27%3,609,288$1,361,567,805No Change$377.2413F
WWAYFAIR INC6.77%2,923,845$261,187,074-76,155-2.54%$89.3313F
CIGICOLLIERS INTL GROUP INC5.27%1,301,133$203,436,972No Change$156.3513F
GXOGXO LOGISTICS INCORPORATED4.45%3,250,000$171,892,500-350,000-9.72%$52.8913F
CPAYCORPAY INC3.17%425,000$122,425,500425,000New$288.0613F
CMPRCimpress plc3.09%1,729,257$119,111,222-329,647-16.01%13D
CNMCORE & MAIN INC3.00%2,150,000$115,734,500-300,000-12.24%$53.8313F
QXOQXO INC0.40%813,009$15,495,952No Change$19.0613F
DKNGDRAFTKINGS INC NEW0.29%300,000$11,220,000No Change$37.413F