SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
CIK 1543170
13F filing for Q2 2026・No. 1,186
- Holdings
- US$3.4B
- Quarter change
- +US$598.43M
- Entries
- 11
- Net bought (estimate)
- +US$247.87M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 0
- Sold out 0
- Cut 0
- Added 4
- Corporate actions 0
- Unchanged 7
Largest holdings
11 stocks worth US$3.4B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| APPAPPLOVIN CORPCOM CL A | Unchanged | 1,790,000 | US$922.26M | 27.13% |
| CVNACARVANA COCL A | UnchangedSplit 5:1 | 11,675,000 | US$768.45M | 22.61% |
| CPAYCORPAY INCCOM SHS | Unchanged | 880,000 | US$293.28M | 8.63% |
| WWAYFAIR INCCL A | Added | 2,909,700 | US$268.91M | 7.91% |
| GXOGXO LOGISTICS INCORPORATEDCOMMON STOCK | Added | 5,250,000 | US$266.18M | 7.83% |
| COLLIERS INTL GROUP INCSUB VTG SHS | Added | 2,745,325 | US$257.35M | 7.57% |
| DKNGDRAFTKINGS INC NEWCOM CL A | Unchanged | 9,650,000 | US$243.76M | 7.17% |
| SRADSPORTRADAR GROUP AGCLASS A ORD SHS | Added | 9,155,000 | US$137.05M | 4.03% |
| CIMPRESS PLCSHS EURO | Unchanged | 1,222,633 | US$124.34M | 3.66% |
| CNMCORE & MAIN INCCL A | Unchanged | 2,150,000 | US$103.74M | 3.05% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.