Spruce House Investment Management as of Sept. 30, 2025
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 10 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 38.2 | $1.5B | 2.1M | 718.54 | |
| Carvana Cl A (CVNA) | 35.2 | $1.4B | 3.6M | 377.24 | |
| Wayfair Cl A (W) | 6.7 | $261M | 2.9M | 89.33 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 5.3 | $203M | 1.3M | 156.35 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 4.4 | $172M | 3.3M | 52.89 | |
| Cimpress Shs Euro (CMPR) | 3.4 | $130M | 2.1M | 63.04 | |
| Corpay Com Shs (CPAY) | 3.2 | $122M | 425k | 288.06 | |
| Core & Main Cl A (CNM) | 3.0 | $116M | 2.2M | 53.83 | |
| Qxo Com New (QXO) | 0.4 | $16M | 813k | 19.06 | |
| Draftkings Com Cl A (DKNG) | 0.3 | $11M | 300k | 37.40 |
