Spruce House Investment Management LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Spruce House Investment Management LLC

CIK Number: 0001543170

2.71B
Market Value
9
# of Holdings
18 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Aug 14, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 CVNA Carvana Co.
375.89
-4.77% 3.61M 0.00% 1.22B 34.94 44.87% Share
2 APP AppLovin Corpor...
682.76
-0.13% 2.06M 0.00% 720.12M 56.36 26.57% Share
3 GXO GXO Logistics, ...
53.73
-0.14% 3.6M -15.37% 175.32M 42.66 6.47% Share
4 CIGI Colliers Intern...
155.38
+1.09% 1.3M 0.00% 170.36M 57.18 6.29% Share
5 W Wayfair Inc.
88.57
+2.57% 3M +37.59% 153.42M 64.59 5.66% Share
6 CNM Core & Main, In...
52.51
-1.2% 2.45M 0.00% 147.86M 47.49 5.46% Share
7 CMPR Cimpress plc
64.77
+2.26% 2.06M 0.00% 96.77M 125.77 3.57% Share
8 QXO QXO Inc
20.24
+1.64% 813.01K 0.00% 17.51M 13.54 0.65% Share
9 DKNG DraftKings Inc.
35.37
+1.38% 300K 0.00% 12.87M 37.2 0.47% Share