SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DKNG | 4.20M | $144.86M |
 | GXO | 3.25M | $171.08M |
 | W | 2.92M | $293.58M |
 | CVNA | 2.27M | $960.10M |
 | CNM | 2.15M | $111.74M |
 | APP | 1.80M | $1.21B |
 | CMPR | 1.47M | $97.58M |
 | CIGI | 1.30M | $191.26M |
 | CPAY | 830K | $249.77M |
 | QXO | 813K | $15.68M |
DraftKings Inc.
DKNG
Shares Held
4.20M
Value
$144.86M
GXO Logistics, Inc.
GXO
Shares Held
3.25M
Value
$171.08M
Wayfair Inc.
W
Shares Held
2.92M
Value
$293.58M
Carvana Co.
CVNA
Shares Held
2.27M
Value
$960.10M
Core & Main, Inc.
CNM
Shares Held
2.15M
Value
$111.74M
AppLovin Corporation
APP
Shares Held
1.80M
Value
$1.21B
Cimpress plc
CMPR
Shares Held
1.47M
Value
$97.58M
Colliers International Group Inc.
CIGI
Shares Held
1.30M
Value
$191.26M
Corpay, Inc.
CPAY
Shares Held
830K
Value
$249.77M
QXO, Inc.
QXO
Shares Held
813K
Value
$15.68M