SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DKNG | 9.65M | $208.63M |
 | GXO | 3.25M | $168.51M |
 | SRAD | 2.75M | $46.03M |
 | W | 2.60M | $195.55M |
 | CIGI | 2.51M | $268.39M |
 | CVNA | 2.33M | $734.08M |
 | CNM | 2.15M | $106.21M |
 | APP | 1.79M | $712.42M |
 | CMPR | 1.22M | $89.25M |
 | CPAY | 880K | $256.07M |
 | QXO | 813K | $15.79M |
DraftKings Inc.
DKNG
Shares Held
9.65M
Value
$208.63M
GXO Logistics, Inc.
GXO
Shares Held
3.25M
Value
$168.51M
Sportradar Group AG
SRAD
Shares Held
2.75M
Value
$46.03M
Wayfair Inc.
W
Shares Held
2.60M
Value
$195.55M
Colliers International Group Inc.
CIGI
Shares Held
2.51M
Value
$268.39M
Carvana Co.
CVNA
Shares Held
2.33M
Value
$734.08M
Core & Main, Inc.
CNM
Shares Held
2.15M
Value
$106.21M
AppLovin Corporation
APP
Shares Held
1.79M
Value
$712.42M
Cimpress plc
CMPR
Shares Held
1.22M
Value
$89.25M
Corpay, Inc.
CPAY
Shares Held
880K
Value
$256.07M
QXO, Inc.
QXO
Shares Held
813K
Value
$15.79M