Spruce House Investment Management LLC
Spruce House Investment Management LLC reported 11 US-listed holdings worth $3.40 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: AppLovin Corp. (27.1%), Carvana Co. (22.6%) and Corpay, Inc. (8.6%). Against the quarter before, it opened 0 positions, added to 5, trimmed 0 and sold out of 0.
Reported holdings$3.40B+21.4% on Q1 2026
Positions11as many as Q1 2026
The largest ten99.6%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Added toHeld
The 11 largest of its 11 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Added 5Held 6
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 5
- Carvana Co. CVNA+9.3 million shares · +400%
- GXO Logistics, Inc. GXO+2.0 million shares · +62%
- Sportradar Group AG SRAD+6.4 million shares · +233%
- Wayfair Inc. W+309,700 shares · +12%
- Colliers Intl Group Inc. CIGI+234,325 shares · +9%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| AppLovin Corp. APP | 1,790,000 | $922.3 million | 27.13% | no change |
| Carvana Co. CVNA | 11,675,000 | $768.4 million | 22.61% | +9,340,000 |
| Corpay, Inc. CPAY | 880,000 | $293.3 million | 8.63% | no change |
| Wayfair Inc. W | 2,909,700 | $268.9 million | 7.91% | +309,700 |
| GXO Logistics, Inc. GXO | 5,250,000 | $266.2 million | 7.83% | +2,000,000 |
| Colliers Intl Group Inc. CIGI | 2,745,325 | $257.4 million | 7.57% | +234,325 |
| Draftkings Inc. New DKNG | 9,650,000 | $243.8 million | 7.17% | no change |
| Sportradar Group AG SRAD | 9,155,000 | $137.1 million | 4.03% | +6,405,000 |
| Cimpress PLC CMPR | 1,222,633 | $124.3 million | 3.66% | no change |
| Core & Main, Inc. CNM | 2,150,000 | $103.7 million | 3.05% | no change |
| Qxo Inc. QXO | 813,009 | $14.0 million | 0.41% | no change |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.