Spruce House Investment Management as of June 30, 2025
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 9 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 44.9 | $1.2B | 3.6M | 336.96 | |
| Applovin Corp Com Cl A (APP) | 26.6 | $720M | 2.1M | 350.08 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 6.5 | $175M | 3.6M | 48.70 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 6.3 | $170M | 1.3M | 130.93 | |
| Wayfair Cl A (W) | 5.7 | $153M | 3.0M | 51.14 | |
| Core & Main Cl A (CNM) | 5.5 | $148M | 2.5M | 60.35 | |
| Cimpress Shs Euro (CMPR) | 3.6 | $97M | 2.1M | 47.00 | |
| Qxo Com New (QXO) | 0.6 | $18M | 813k | 21.54 | |
| Draftkings Com Cl A (DKNG) | 0.5 | $13M | 300k | 42.89 |
