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Gurus
Growth
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: $2.80 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 99.44%

Stock	Company	% Portfolio	Shares Held	Market Value	% Change	Quarter End Price	Source
GXO	GXO LOGISTICS INCORPORATED	5.96%	3,250,000	$168,512,500	No Change	$51.85	13F
CNM	CORE & MAIN INC	3.76%	2,150,000	$106,210,000	No Change	$49.4	13F
QXO	QXO INC	0.56%	813,009	$15,788,635	No Change	$19.42	13F