Holders — by stockHoldings — by fund
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001543170
$3.40B
disclosed book value
11
positions
27.1%
largest position share
Positions, as of 2026-06-30
top 11 of 11 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 1.8M | $922.3M | 27.1% |
| 2 | CVNACARVANA CO | 11.7M | $768.4M | 22.6% |
| 3 | CPAYCORPAY INC | 880,000 | $293.3M | 8.6% |
| 4 | WWAYFAIR INC | 2.9M | $268.9M | 7.9% |
| 5 | GXOGXO LOGISTICS INCORPORATED | 5.3M | $266.2M | 7.8% |
| 6 | CIGICOLLIERS INTL GROUP INC | 2.7M | $257.4M | 7.6% |
| 7 | DKNGDRAFTKINGS INC NEW | 9.7M | $243.8M | 7.2% |
| 8 | SPORTRADAR GROUP AG | 9.2M | $137.1M | 4% |
| 9 | CIMPRESS PLC | 1.2M | $124.3M | 3.7% |
| 10 | CNMCORE & MAIN INC | 2.1M | $103.7M | 3.1% |
| 11 | QXOQXO INC | 813,009 | $14.0M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.