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: May 15, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 CVNA Carvana Co.
359.57
+2.74% 3.61M -26.66% 754.63M 34.94 39.19% Share
2 APP AppLovin Corpor...
438.51
-0.04% 2.06M -33.79% 545.05M 56.36 28.30% Share
3 GXO GXO Logistics, ...
52.98
+0.81% 4.25M +102.57% 166.25M 42.66 8.63% Share
4 CIGI Colliers Intern...
163.57
+0.48% 1.3M 0.00% 157.48M 57.18 8.18% Share
5 CNM Core & Main, In...
64.85
+1.14% 2.45M +63.33% 118.36M 47.49 6.15% Share
6 CMPR Cimpress plc
58.94
-0.21% 2.06M 0.00% 93.12M 125.77 4.84% Share
7 W Wayfair Inc.
79.01
+0.36% 2.18M 0.00% 69.84M 69.65 3.63% Share
8 QXO QXO Inc
20.61
+0.51% 813.01K +100.00% 11.01M 13.54 0.57% Share
9 DKNG DraftKings Inc.
45.76
+1.81% 300K 0.00% 9.96M 37.2 0.52% Share