SPRUCE HOUSE INVESTMENT MANAGEMENT LLC — 13F holdings

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC reported 11 holdings worth $3.40B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. APP APPLOVIN CORP — $922M (27.1%)
2. CVNA CARVANA CO — $768M (22.6%)
3. CPAY Corpay Inc — $293M (8.6%)
4. W WAYFAIR INC — $269M (7.9%)
5. GXO GXO LOGISTICS INCORPORATED — $266M (7.8%)
6. CIGI COLLIERS INTL GROUP INC — $257M (7.6%)
7. DKNG DRAFTKINGS INC NEW — $244M (7.2%)
8. SRAD SPORTRADAR GROUP AG — $137M (4.0%)
9. CMPR CIMPRESS PLC — $124M (3.7%)
10. CNM CORE & MAIN INC — $104M (3.1%)