Spruce House Investment Management as of June 30, 2026
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 11 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 27.1 | $922M | 1.8M | 515.23 | |
| Carvana Cl A (CVNA) | 22.6 | $768M | 12M | 65.82 | |
| Corpay Com Shs (CPAY) | 8.6 | $293M | 880k | 333.27 | |
| Wayfair Cl A (W) | 7.9 | $269M | 2.9M | 92.42 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 7.8 | $266M | 5.3M | 50.70 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 7.6 | $257M | 2.7M | 93.74 | |
| Draftkings Com Cl A (DKNG) | 7.2 | $244M | 9.7M | 25.26 | |
| Sportradar Group Class A Ord Shs (SRAD) | 4.0 | $137M | 9.2M | 14.97 | |
| Cimpress Shs Euro (CMPR) | 3.7 | $124M | 1.2M | 101.70 | |
| Core & Main Cl A (CNM) | 3.1 | $104M | 2.2M | 48.25 | |
| Qxo Com New (QXO) | 0.4 | $14M | 813k | 17.28 |
