Spruce House Investment Management Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Spruce House Investment Management Llc disclosed 11 stock positions valued at approximately $3.40B as of quarter-end June 30, 2026. The largest holdings include APPLOVIN CORP, CARVANA CO, and CORPAY INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 11
- Portfolio Value
- $3.40B
Holdings by Sector
Spruce House Investment Management Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| APPLOVIN CORP | APP | Technology | 27.13% | 1,790,000 | - | - | $922,261,700 |
| CARVANA CO | CVNA | Consumer Cyclical | 22.61% | 11,675,000 | +9,340,000 | +400.00% | $768,448,500 |
| CORPAY INC | CPAY | Technology | 8.63% | 880,000 | - | - | $293,277,600 |
| WAYFAIR INC | W | Consumer Cyclical | 7.91% | 2,909,700 | +309,700 | +11.91% | $268,914,474 |
| GXO LOGISTICS INCORPORATED | GXO | Industrials | 7.83% | 5,250,000 | +2,000,000 | +61.54% | $266,175,000 |
| COLLIERS INTL GROUP INC | CIGI | Real Estate | 7.57% | 2,745,325 | +234,325 | +9.33% | $257,351,861 |
| DRAFTKINGS INC NEW | DKNG | Consumer Cyclical | 7.17% | 9,650,000 | - | - | $243,759,000 |
| SPORTRADAR GROUP AG | SRAD | Other | 4.03% | 9,155,000 | +6,405,000 | +232.91% | $137,050,350 |
| CIMPRESS PLC | CMPR | Industrials | 3.66% | 1,222,633 | - | - | $124,341,776 |
| CORE & MAIN INC | CNM | Industrials | 3.05% | 2,150,000 | - | - | $103,737,500 |
| QXO INC | QXO | Technology | 0.41% | 813,009 | - | - | $14,048,796 |
Showing 11 of 11 holdings in the latest reporting period.