SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC reported 11 positions worth $3.40B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: APP (27.1%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | APP | SH | $922.3M | 27.13% | 1,790,000 | — | — | |
| ▸ 2 | CVNA | SH | $768.4M | 22.61% | 11,675,000 | — | — | |
| ▸ 3 | CPAY | SH | $293.3M | 8.63% | 880,000 | — | — | |
| ▸ 4 | W | SH | $268.9M | 7.91% | 2,909,700 | — | — | |
| ▸ 5 | GXO | SH | $266.2M | 7.83% | 5,250,000 | — | — | |
| ▸ 6 | CIGI | SH | $257.4M | 7.57% | 2,745,325 | — | — | |
| ▸ 7 | DKNG | SH | $243.8M | 7.17% | 9,650,000 | — | — | |
| ▸ 8 | SRAD | SH | $137.1M | 4.03% | 9,155,000 | — | — | |
| ▸ 9 | CMPR | SH | $124.3M | 3.66% | 1,222,633 | — | — | |
| ▸ 10 | CNM | SH | $103.7M | 3.05% | 2,150,000 | — | — |
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Frequently Asked Questions
What stocks does SPRUCE HOUSE INVESTMENT MANAGEMENT LLC hold as of Q2 2026?
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC reported 11 positions worth $3.40B in its Q2 2026 13F filing. Largest positions: APP (27.1%), CVNA (22.6%), CPAY (8.6%), W (7.9%) and GXO (7.8%).
What did SPRUCE HOUSE INVESTMENT MANAGEMENT LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SPRUCE HOUSE INVESTMENT MANAGEMENT LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.