Stock Taper

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Carvana Co.CVNA11.68M$768.45M
DraftKings Inc.DKNG9.65M$243.76M
Sportradar Group AGSRAD9.15M$137.05M
GXO Logistics, Inc.GXO5.25M$266.18M
Wayfair Inc.W2.91M$268.91M
Colliers International Group Inc.CIGI2.75M$257.35M
Core & Main, Inc.CNM2.15M$103.74M
AppLovin CorporationAPP1.79M$922.26M
Cimpress plcCMPR1.22M$124.34M
Corpay, Inc.CPAY880K$293.28M
QXO, Inc.QXO813.01K$14.05M