Spruce House Investment Management LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 9Value: $1.9BLatest: 2025Q1

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 9 holdings worth $1.9 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "APP",
  "QXO",
  "GXO",
  "CIGI",
  "DKNG",
  "W",
  "CMPR",
  "CVNA",
  "CNM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 9
Total Value: 1925699928
Accession Number: 0001543170-25-000003
Form Type: 13F-HR
CIK: spruce-house-investment-management
Manager Name: Spruce-House-Investment-Management

Data Enrichment

100% identified

9 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

9 positions • $1.9B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Sort by:

CARVANA CO.

CVNA|146869102

Shares:3.6M

Value:$754.6M

% of Portfolio:39.2% ($754.6M/$1.9B)

AppLovin Corp

APP|03831W108

Shares:2.1M

Value:$545.0M

% of Portfolio:28.3% ($545.0M/$1.9B)

GXO Logistics, Inc.

GXO|36262G101

Shares:4.3M

Value:$166.2M

% of Portfolio:8.6% ($166.2M/$1.9B)

Colliers International Group Inc.

CIGI|194693107

Shares:1.3M

Value:$157.5M

% of Portfolio:8.2% ($157.5M/$1.9B)

Core & Main, Inc.

CNM|21874C102

Shares:2.5M

Value:$118.4M

% of Portfolio:6.1% ($118.4M/$1.9B)

CIMPRESS plc

CMPR|G2143T103

Shares:2.1M

Value:$93.1M

% of Portfolio:4.8% ($93.1M/$1.9B)

Wayfair Inc.

W|94419L101

Shares:2.2M

Value:$69.8M

% of Portfolio:3.6% ($69.8M/$1.9B)

QXO, Inc.

QXO|82846H405

Shares:813.0K

Value:$11.0M

% of Portfolio:0.6% ($11.0M/$1.9B)

DraftKings Inc.

DKNG|26142V105

Shares:300.0K

Value:$10.0M

% of Portfolio:0.5% ($10.0M/$1.9B)

Instrument	Shares		Other Manager	Value	% of Portfolio
CARVANA CO.(CVNAcusip146869102)	3.6M	QoQ -26.65% (-1.3M) YoY -27.81% (-1.4M)	All Managers (Combined)	$754.6M	39.2% ($754.6M/$1.9B)	QoQ -24.59% (-$246.1M) YoY +71.68% (-$315.1M)
AppLovin Corp(APPcusip03831W108)	2.1M	QoQ -33.79% (-1.1M) YoY -58.85% (-2.9M)	All Managers (Combined)	$545.0M	28.3% ($545.0M/$1.9B)	QoQ -45.82% (-$461.1M) YoY +57.48% (-$198.9M)
GXO Logistics, Inc.(GXOcusip36262G101)	4.3M	QoQ +102.57% (+2.2M) YoY +4285.56% (+4.2M)	All Managers (Combined)	$166.2M	8.6% ($166.2M/$1.9B)	QoQ +81.98% (+$74.9M) YoY +3088.01% (+$161.0M)
Colliers International Group Inc.(CIGIcusip194693107)	1.3M	QoQ 0.00% (-0) YoY 0.00% (-1)	All Managers (Combined)	$157.5M	8.2% ($157.5M/$1.9B)	QoQ -10.94% (-$19.4M) YoY -1.01% (-$1.6M)
Core & Main, Inc.(CNMcusip21874C102)	2.5M	QoQ +63.33% (+950.0K) YoY +716.66% (+2.1M)	All Managers (Combined)	$118.4M	6.1% ($118.4M/$1.9B)	QoQ +54.99% (+$42.0M) YoY +589.13% (+$101.2M)
CIMPRESS plc(CMPRcusipG2143T103)	2.1M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$93.1M	4.8% ($93.1M/$1.9B)	QoQ -36.93% (-$54.5M) YoY -48.89% (-$89.1M)
Wayfair Inc.(Wcusip94419L101)	2.2M	QoQ 0.00% (-0) YoY -17.31% (-456.6K)	All Managers (Combined)	$69.8M	3.6% ($69.8M/$1.9B)	QoQ -27.73% (-$26.8M) YoY -60.98% (-$109.2M)
QXO, Inc.(QXOcusip82846H405)	813.0K	QoQ NEW(+813.0K) YoY NEW(+813.0K)	All Managers (Combined)	$11.0M	0.6% ($11.0M/$1.9B)	QoQ NEW(+$11.0M) YoY NEW(+$11.0M)
DraftKings Inc.(DKNGcusip26142V105)	300.0K	QoQ 0.00% (-0) YoY NEW(+300.0K)	All Managers (Combined)	$10.0M	0.5% ($10.0M/$1.9B)	QoQ -10.72% (-$1.2M) YoY NEW(+$10.0M)