# SPRUCE HOUSE INVESTMENT MANAGEMENT LLC: Form 13F holdings

An institutional investment manager in NEW YORK, NY. SEC CIK 1543170.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $3.40bn
- Positions: 11 (11 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1543170/000154317026000013/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [APPLOVIN CORP (APP)](/companies/app.md) | COM CL A | $922.3m | 27.1% | 1,790,000 |  | Unchanged |
| [CARVANA CO (CVNA)](/companies/cvna.md) | CL A | $768.4m | 22.6% | 11,675,000 |  | Added +9,340,000 |
| [CORPAY INC (CPAY)](/companies/cpay.md) | COM SHS | $293.3m | 8.6% | 880,000 |  | Unchanged |
| [WAYFAIR INC (W)](/companies/w.md) | CL A | $268.9m | 7.9% | 2,909,700 |  | Added +309,700 |
| [GXO LOGISTICS INCORPORATED (GXO)](/companies/gxo.md) | COMMON STOCK | $266.2m | 7.8% | 5,250,000 |  | Added +2,000,000 |
| [COLLIERS INTL GROUP INC (CIGI)](/companies/cigi.md) | SUB VTG SHS | $257.4m | 7.6% | 2,745,325 |  | Added +234,325 |
| [DRAFTKINGS INC NEW (DKNG)](/companies/dkng.md) | COM CL A | $243.8m | 7.2% | 9,650,000 |  | Unchanged |
| SPORTRADAR GROUP AG | CLASS A ORD SHS | $137.1m | 4.0% | 9,155,000 |  | Added +6,405,000 |
| CIMPRESS PLC | SHS EURO | $124.3m | 3.7% | 1,222,633 |  | Unchanged |
| [CORE & MAIN INC (CNM)](/companies/cnm.md) | CL A | $103.7m | 3.1% | 2,150,000 |  | Unchanged |
| [QXO INC (QXO)](/companies/qxo.md) | COM NEW | $14.0m | 0.4% | 813,009 |  | Unchanged |

Source: SEC EDGAR, Form 13F-HR, accession 0001543170-26-000013. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.