Spruce House Investment Management as of March 31, 2026
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 26.2 | $734M | 2.3M | 314.38 | |
| Applovin Corp Com Cl A (APP) | 25.4 | $712M | 1.8M | 398.00 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 9.6 | $268M | 2.5M | 106.88 | |
| Corpay Com Shs (CPAY) | 9.1 | $256M | 880k | 290.99 | |
| Draftkings Com Cl A (DKNG) | 7.4 | $209M | 9.7M | 21.62 | |
| Wayfair Cl A (W) | 7.0 | $196M | 2.6M | 75.21 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 6.0 | $169M | 3.3M | 51.85 | |
| Core & Main Cl A (CNM) | 3.8 | $106M | 2.2M | 49.40 | |
| Cimpress Shs Euro (CMPR) | 3.2 | $89M | 1.2M | 73.00 | |
| Sportradar Group Class A Ord Shs (SRAD) | 1.6 | $46M | 2.8M | 16.74 | |
| Qxo Com New (QXO) | 0.6 | $16M | 813k | 19.42 |
