Spruce House Investment Management LLC 13F Holdings · Q2 2026
Spruce House Investment Management LLC reported 11 securities worth $3.40B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: APP (27.13%), CVNA (22.61%), CPAY (8.63%). Among its top 25 positions this quarter: 5 added.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APP | APPLOVIN CORP | $922.3M | 27.13% | 1.8M | Hold |
| 2 | CVNA | CARVANA CO | $768.4M | 22.61% | 11.7M | Added |
| 3 | CPAY | CORPAY INC | $293.3M | 8.63% | 880,000 | Hold |
| 4 | W | WAYFAIR INC | $268.9M | 7.91% | 2.9M | Added |
| 5 | GXO | GXO LOGISTICS INCORPORATED | $266.2M | 7.83% | 5.2M | Added |
| 6 | CIGI | COLLIERS INTL GROUP INC | $257.4M | 7.57% | 2.7M | Added |
| 7 | DKNG | DRAFTKINGS INC NEW | $243.8M | 7.17% | 9.7M | Hold |
| 8 | SRAD | SPORTRADAR GROUP AG | $137.1M | 4.03% | 9.2M | Added |
| 9 | CMPR | CIMPRESS PLC | $124.3M | 3.66% | 1.2M | Hold |
| 10 | CNM | CORE & MAIN INC | $103.7M | 3.05% | 2.1M | Hold |
| 11 | QXO | QXO INC | $14.0M | 0.41% | 813,009 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR