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SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 13F holdings

Filed 2026-08-14 · SPRUCE HOUSE INVESTMENT MANAGEMENT LLC · 11 positions · $3.4B

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TickerCompanySharesValue% of portfolio
APPAPPLOVIN CORP1.8M$922.3M27.1%
CVNACARVANA CO11.7M$768.4M22.6%
CPAYCORPAY INC880.0K$293.3M8.6%
WWAYFAIR INC2.9M$268.9M7.9%
GXOGXO LOGISTICS INCORPORATED5.2M$266.2M7.8%
CIGICOLLIERS INTL GROUP INC2.7M$257.4M7.6%
DKNGDRAFTKINGS INC NEW9.7M$243.8M7.2%
—SPORTRADAR GROUP AG9.2M$137.1M4.0%
—CIMPRESS PLC1.2M$124.3M3.7%
CNMCORE & MAIN INC2.1M$103.7M3.1%
QXOQXO INC813.0K$14.0M0.4%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

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13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
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