SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
An institutional investment manager in NEW YORK, NY. Its Form 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026. SEC CIK 1543170.
- Reported value$3.40bn
- Positions11
Holdings: 11 positions
The filing on sec.govAs filed, largest first. Reported value is what the manager stated for each position at the quarter end, in US dollars; it is filing data, not a price. Weight is the position's share of the total reported value. Changes compare with the 13F for the quarter ended 2026-03-31.
| Issuer | Class | CUSIP | Reported value$m | Weight | Shares | Put or call | Change on the quarter before |
|---|---|---|---|---|---|---|---|
| Applovin CorpAPP | COM CL A | 03831W108 | 922 | 27.1% | 1,790,000 | Unchanged | |
| Carvana CoCVNA | CL A | 146869102 | 768 | 22.6% | 11,675,000 | Added+9,340,000 | |
| Corpay IncCPAY | COM SHS | 219948106 | 293 | 8.6% | 880,000 | Unchanged | |
| Wayfair IncW | CL A | 94419L101 | 269 | 7.9% | 2,909,700 | Added+309,700 | |
| GXO Logistics IncorporatedGXO | COMMON STOCK | 36262G101 | 266 | 7.8% | 5,250,000 | Added+2,000,000 | |
| Colliers International Group IncCIGI | SUB VTG SHS | 194693107 | 257 | 7.6% | 2,745,325 | Added+234,325 | |
| Draftkings Inc NewDKNG | COM CL A | 26142V105 | 244 | 7.2% | 9,650,000 | Unchanged | |
| Sportradar Group AG | CLASS A ORD SHS | H8088L103 | 137 | 4.0% | 9,155,000 | Added+6,405,000 | |
| Cimpress plc | SHS EURO | G2143T103 | 124 | 3.7% | 1,222,633 | Unchanged | |
| Core & Main IncCNM | CL A | 21874C102 | 104 | 3.1% | 2,150,000 | Unchanged | |
| QXO IncQXO | COM NEW | 82846H405 | 14.0 | 0.4% | 813,009 | Unchanged |
Source: SEC EDGAR, Form 13F-HR, accession 0001543170-26-000013 (on sec.gov). Last ingested by Listed: Oct 22, 2026, 05:26 ET. Listed shows no prices and gives no investment advice.