SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
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%.
11 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter 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 |
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