13FBOX
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC · 13F Holdings
Options Calculator Rankings

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

No.1261
Latest AUM (Q2 2026)
$3.40B
QoQ Change Q1 2026
+$598.4M+21.4%
Holdings
11
New Buys
0
Adds
5
Reduces
0
Exits
0
Unchanged
6
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
AAPPLOVIN CORPAPP
27.13%25.44%$922.3M1.8M$712.4M1.8M00.00%Unchanged
CCARVANA CO CL ACVNA
22.61%26.21%$768.4M11.7M$734.1M2.3M+9.3M+400.00%Add
CORPAY INCCPAY
8.63%9.14%$293.3M880,000$256.1M880,00000.00%Unchanged
WAYFAIR INCW
7.91%6.98%$268.9M2.9M$195.5M2.6M+309,700+11.91%Add
GXO LOGISTICS INCORPORATEDGXO
7.83%6.02%$266.2M5.3M$168.5M3.3M+2.0M+61.54%Add
COLLIERS INTL GROUP INCCIGI
7.57%9.58%$257.4M2.7M$268.4M2.5M+234,325+9.33%Add
DRAFTKINGS INC NEWDKNG
7.17%7.45%$243.8M9.7M$208.6M9.7M00.00%Unchanged
SSPORTRADAR GROUP AG CLASS A ORDSRAD
4.03%1.64%$137.1M9.2M$46.0M2.8M+6.4M+232.91%Add
CIMPRESS PLCCMPR
3.66%3.19%$124.3M1.2M$89.3M1.2M00.00%Unchanged
CORE & MAIN INCCNM
3.05%3.79%$103.7M2.2M$106.2M2.2M00.00%Unchanged
QQXO INCQXO
0.41%0.56%$14.0M813,009$15.8M813,00900.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow