StockScan > Holders > Spruce House Investment Management

Spruce House Investment Management's Portfolio and 13F Filing

Value: $4.52B
CIK: 0001543170
Phone: 646-442-6727
Address: 435 Hudson Street, New York, NY (10014)
Latest 13F Filing: 2026-08-14
Spruce House Investment Management's Stock Holdings & 13F Form
# Stock Name Symbol Current Price

Previous Holdings

(# Shares)

Current Holdings

(# Shares)

Current Value Percent
1 Carvana Co. CVNA $57.81 N/A 11,675,000 $674,931,750 14.92%
2 Applovin Corporation Class A Common Stock APP $260.25 N/A 1,790,000 $465,847,500 10.30%
3 Corpay, Inc. CPAY $408.46 N/A 880,000 $359,444,800 7.95%
4 Wayfair Inc. W $112.49 N/A 2,909,700 $327,312,153 7.24%
5 Colliers International Group Inc. Subordinate Voting Shares CIGI $92.89 N/A 2,745,325 $255,013,239 5.64%
6 GXO Logistics, Inc. GXO $48.43 N/A 5,250,000 $254,257,500 5.62%
7 DraftKings Inc. Class A Common Stock DKNG $20.91 N/A 9,650,000 $201,781,500 4.46%
8 Core & Main, Inc. CNM $41.97 N/A 2,150,000 $90,235,500 2.00%
9 QXO, Inc. QXO $10.51 N/A 813,009 $8,544,725 0.19%