Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC (CIK 1543170) reported $2.80B across 11 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: CVNA ($734.1M, 26.21%), APP ($712.4M, 25.44%), CIGI ($268.4M, 9.58%), CPAY ($256.1M, 9.14%), DKNG ($208.6M, 7.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | CVNA | CARVANA CO | $734.1M | 26.21% | 2.3M | Added |
| 2 | APP | APPLOVIN CORP | $712.4M | 25.44% | 1.8M | Trimmed |
| 3 | CIGI | COLLIERS INTL GROUP INC | $268.4M | 9.58% | 2.5M | Added |
| 4 | CPAY | CORPAY INC | $256.1M | 9.14% | 880,000 | Added |
| 5 | DKNG | DRAFTKINGS INC NEW | $208.6M | 7.45% | 9.7M | Added |
| 6 | W | WAYFAIR INC | $195.5M | 6.98% | 2.6M | Trimmed |
| 7 | GXO | GXO LOGISTICS INCORPORATED | $168.5M | 6.02% | 3.2M | Hold |
| 8 | CNM | CORE & MAIN INC | $106.2M | 3.79% | 2.1M | Hold |
| 9 | CMPR | CIMPRESS PLC | $89.3M | 3.19% | 1.2M | Trimmed |
| 10 | SRAD | SPORTRADAR GROUP AG | $46.0M | 1.64% | 2.8M | New |
| 11 | QXO | QXO INC | $15.8M | 0.56% | 813,009 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31