SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
CIK 1543170 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- APP27.13%
- CVNA22.61%
- CPAY8.63%
- W7.91%
- GXO7.83%
- CIGI7.57%
- DKNG7.17%
- SRAD4.03%
- CMPR3.66%
- CNM3.05%
Share classes counted separately99.59%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CVNAWeight decreased · -3.60 pp26.21% → 22.61%Shares +9.34M (+400.00%)
- SRADWeight increased · +2.39 pp1.64% → 4.03%Shares +6.41M (+232.91%)
- CIGIWeight decreased · -2.01 pp9.58% → 7.57%Shares +234.32K (+9.33%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 11
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | APPAPPLOVIN CORP-CLASS ACOM CL A View history and evidence | $922.26M | 27.13% | 1.79M shares | 25.44% → 27.13%+1.69 pp 0 (0.00%) | Unchanged | ▾ |
| 02 | CVNACARVANA COCL A View history and evidence | $768.45M | 22.61% | 11.68M shares | 26.21% → 22.61%-3.60 pp +9.34M (+400.00%) | Added | ▾ |
| 03 | CPAYCORPAY INCCOM SHS View history and evidence | $293.28M | 8.63% | 880.00K shares | 9.14% → 8.63%-0.51 pp 0 (0.00%) | Unchanged | ▾ |
| 04 | WWAYFAIR INC- CLASS ACL A View history and evidence | $268.91M | 7.91% | 2.91M shares | 6.98% → 7.91%+0.93 pp +309.70K (+11.91%) | Added | ▾ |
| 05 | GXOGXO LOGISTICS INCCOMMON STOCK View history and evidence | $266.18M | 7.83% | 5.25M shares | 6.02% → 7.83%+1.81 pp +2.00M (+61.54%) | Added | ▾ |
| 06 | CIGICOLLIERS INTL GR-SUBORD VOTSUB VTG SHS View history and evidence | $257.35M | 7.57% | 2.75M shares | 9.58% → 7.57%-2.01 pp +234.32K (+9.33%) | Added | ▾ |
| 07 | DKNGDRAFTKINGS INC-CL ACOM CL A View history and evidence | $243.76M | 7.17% | 9.65M shares | 7.45% → 7.17%-0.28 pp 0 (0.00%) | Unchanged | ▾ |
| 08 | SRADSPORTRADAR GROUP AG-ACLASS A ORD SHS View history and evidence | $137.05M | 4.03% | 9.15M shares | 1.64% → 4.03%+2.39 pp +6.41M (+232.91%) | Added | ▾ |
| 09 | CMPRCIMPRESS PLCSHS EURO View history and evidence | $124.34M | 3.66% | 1.22M shares | 3.19% → 3.66%+0.47 pp 0 (0.00%) | Unchanged | ▾ |
| 10 | CNMCORE & MAIN INC-CLASS ACL A View history and evidence | $103.74M | 3.05% | 2.15M shares | 3.79% → 3.05%-0.74 pp 0 (0.00%) | Unchanged | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1543170 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 3399366557
}Take these holdings further.
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