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SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 13F portfolio summary

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC of SPRUCE HOUSE INVESTMENT MANAGEMENT LLC has 11 current stock holdings with a reported portfolio value of $3.40B. The portfolio 1 year return is +17.89%. Top holdings include APP (27.13%), CVNA (22.61%), CPAY (8.63%), W (7.91%), GXO (7.83%).

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SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Latest filing: 2026-06-30

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC runs SPRUCE HOUSE INVESTMENT MANAGEMENT LLC and currently holds 11 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $3.40B. Their top holdings are APP, CVNA, CPAY, W, GXO. The top five represent 74.1% of reported portfolio weight. SPRUCE HOUSE INVESTMENT MANAGEMENT LLC ranks #40 out of 1000 investors tracked by Alpha Score. They added to 5 existing positions. Their current best-performing preview position is CMPR with returns of +39.32%.

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Top 5 Holdings
APP27.1%
CVNA22.6%
CPAY8.6%
W7.9%
GXO7.8%
Top 5: 74.1%
Portfolio Returns
1 Year
+17.89%
#777/1000
3 Year
+537.96%
#9/1000
5 Year
+99.19%
#284/1000

Portfolio Value

$3.40B

Alpha Score

205.9

#40 of 1000

Holdings

11

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11 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
APP
APPLOVIN CORP
27.13%$56.36$305.77+442.53%
Held
CVNA
CARVANA CO
22.61%$8.43$69.89+729.06%
Added
+400.00%
CPAY
CORPAY INC
8.63%$294.15$417.19+41.83%
Held
W
WAYFAIR INC
7.91%$67.55$101.59+50.39%
Added
+11.91%
GXO
GXO LOGISTICS INCORPORATED
7.83%$45.72$45.71-0.02%
Added
+61.54%
CIGI
COLLIERS INTL GROUP INC
7.57%$82.21$107.06+30.23%
Added
+9.33%
DKNG
DRAFTKINGS INC NEW
7.17%$27.30$26.17-4.14%
Held
SRAD
SPORTRADAR GROUP AG
4.03%$15.50$13.00-16.13%
Added
+232.91%
CMPR
CIMPRESS PLC
3.66%$125.77$87.67-30.29%
Held
CNM
CORE & MAIN INC
3.05%$47.49$44.90-5.45%
Held

Showing 1-10 of 11