Spruce House Investment Management as of March 31, 2025
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 9 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 39.2 | $755M | 3.6M | 209.08 | |
| Applovin Corp Com Cl A (APP) | 28.3 | $545M | 2.1M | 264.97 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 8.6 | $166M | 4.3M | 39.08 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 8.2 | $158M | 1.3M | 121.03 | |
| Core & Main Cl A (CNM) | 6.1 | $118M | 2.5M | 48.31 | |
| Cimpress Shs Euro (CMPR) | 4.8 | $93M | 2.1M | 45.23 | |
| Wayfair Cl A (W) | 3.6 | $70M | 2.2M | 32.03 | |
| Qxo Com New (QXO) | 0.6 | $11M | 813k | 13.54 | |
| Draftkings Com Cl A (DKNG) | 0.5 | $10M | 300k | 33.21 |
