Institutional Fund
Spruce House Investment Management LLC
New York, NYCIK 15431705 filings on record
Portfolio Value
$2.80B
Q1 2026
Holdings
11
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-18.8%
from $3.45B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Carvana Co26.2%
- Applovin Corp25.4%
- Colliers Intl Group Inc9.6%
- Corpay Inc9.1%
- Draftkings Inc New7.4%
- Wayfair Inc7.0%
- Other15.2%
Portfolio Holdings
11 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Carvana Co | 2.33M | $734.08M | 26.2% | +60.0K | Added |
| 2 | Applovin Corp | 1.79M | $712.42M | 25.4% | −9.7K | Reduced |
| 3 | Colliers Intl Group Inc | 2.51M | $268.39M | 9.6% | +1.21M | Added |
| 4 | Corpay Inc | 880.0K | $256.07M | 9.1% | +50.0K | Added |
| 5 | Draftkings Inc New | 9.65M | $208.63M | 7.4% | +5.45M | Added |
| 6 | Wayfair Inc | 2.60M | $195.55M | 7.0% | −323.8K | Reduced |
| 7 | Gxo Logistics Incorporated | 3.25M | $168.51M | 6.0% | 0 | Held |
| 8 | Core & Main Inc | 2.15M | $106.21M | 3.8% | 0 | Held |
| 9 | Cimpress PLC | 1.22M | $89.25M | 3.2% | −242.7K | Reduced |
| 10 | Sportradar Group AG | 2.75M | $46.03M | 1.6% | +2.75M | New |
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