SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CVNA | 3.61M | $1.36B |
 | GXO | 3.25M | $171.89M |
 | W | 2.92M | $261.19M |
 | CNM | 2.15M | $115.73M |
 | CMPR | 2.06M | $129.79M |
 | APP | 2.06M | $1.48B |
 | CIGI | 1.30M | $203.44M |
 | QXO | 813K | $15.50M |
 | CPAY | 425K | $122.43M |
 | DKNG | 300K | $11.22M |
Carvana Co.
CVNA
Shares Held
3.61M
Value
$1.36B
GXO Logistics, Inc.
GXO
Shares Held
3.25M
Value
$171.89M
Wayfair Inc.
W
Shares Held
2.92M
Value
$261.19M
Core & Main, Inc.
CNM
Shares Held
2.15M
Value
$115.73M
Cimpress plc
CMPR
Shares Held
2.06M
Value
$129.79M
AppLovin Corporation
APP
Shares Held
2.06M
Value
$1.48B
Colliers International Group Inc.
CIGI
Shares Held
1.30M
Value
$203.44M
QXO Inc
QXO
Shares Held
813K
Value
$15.50M
Corpay, Inc.
CPAY
Shares Held
425K
Value
$122.43M
DraftKings Inc.
DKNG
Shares Held
300K
Value
$11.22M