Spruce House Investment Management as of Dec. 31, 2025
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 35.2 | $1.2B | 1.8M | 673.82 | |
| Carvana Cl A (CVNA) | 27.8 | $960M | 2.3M | 422.02 | |
| Wayfair Cl A (W) | 8.5 | $294M | 2.9M | 100.41 | |
| Corpay Com Shs (CPAY) | 7.2 | $250M | 830k | 300.93 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 5.5 | $191M | 1.3M | 147.00 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 5.0 | $171M | 3.3M | 52.64 | |
| Draftkings Com Cl A (DKNG) | 4.2 | $145M | 4.2M | 34.46 | |
| Core & Main Cl A (CNM) | 3.2 | $112M | 2.2M | 51.97 | |
| Cimpress Shs Euro (CMPR) | 2.8 | $98M | 1.5M | 66.59 | |
| Qxo Com New (QXO) | 0.5 | $16M | 813k | 19.29 |
