Institutions / Spruce House Investment Management LLC
Spruce House Investment Management LLC
CIK 1543170 · Institution · as of Dec 31, 2025
Portfolio value
$3.45B
Positions
10
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| AppLovin Corp | $1.21B | 35.2% |
| Carvana Co. | $960.10M | 27.8% |
| Wayfair Inc. | $293.58M | 8.5% |
| Corpay Inc | $249.77M | 7.2% |
| Colliers Intl Group Inc | $191.26M | 5.5% |
| GXO Logistics, Inc. | $171.08M | 5.0% |
| DraftKings Inc. | $144.86M | 4.2% |
| Core & Main, Inc. | $111.74M | 3.2% |
| CIMPRESS plc | $97.58M | 2.8% |
| QXO, Inc. | $15.68M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.