Filed: 8/14/2025ACC: 0001543170-25-000008
📋 What this filing means
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 9 equity positions with a total reported market value of $2.71B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
9
Positions
$2.71B
Total AUM (reported)
19.19M
Total Shares
Allocation by class
CL A$1.52B56.0%
COM CL A$732.99M27.0%
COMMON STOCK$175.32M6.5%
SUB VTG SHS$170.36M6.3%
SHS EURO$96.77M3.6%
COM NEW$17.51M0.6%
Portfolio Concentration
Top 3$2.11B77.9%
4–10$598.78M22.1%
Top 3 weight
77.9%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 19.19M
Sole
Full voting authority
19.19M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole9
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings9
Rows:
CARVANA CO
SOLEShares3.61M
TypeSH
Market value$1.22B
44.87%
Sole
3.61M
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares2.06M
TypeSH
Market value$720.12M
26.57%
Sole
2.06M
Shared
0.00
None
0.00
GXO LOGISTICS INCORPORATED
SOLEShares3.60M
TypeSH
Market value$175.32M
6.47%
Sole
3.60M
Shared
0.00
None
0.00
COLLIERS INTL GROUP INC
SOLEShares1.30M
TypeSH
Market value$170.36M
6.29%
Sole
1.30M
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares3M
TypeSH
Market value$153.42M
5.66%
Sole
3M
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares2.45M
TypeSH
Market value$147.86M
5.46%
Sole
2.45M
Shared
0.00
None
0.00
CIMPRESS PLC
SOLEShares2.06M
TypeSH
Market value$96.77M
3.57%
Sole
2.06M
Shared
0.00
None
0.00
QXO INC
SOLEShares813.01K
TypeSH
Market value$17.51M
0.65%
Sole
813.01K
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares300K
TypeSH
Market value$12.87M
0.47%
Sole
300K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 3.61M | SH | $1.22B 44.87% | 3.61M | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 2.06M | SH | $720.12M 26.57% | 2.06M | 0.00 | 0.00 |
GXO LOGISTICS INCORPORATEDSOLE | COMMON STOCK | 3.60M | SH | $175.32M 6.47% | 3.60M | 0.00 | 0.00 |
COLLIERS INTL GROUP INCSOLE | SUB VTG SHS | 1.30M | SH | $170.36M 6.29% | 1.30M | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 3M | SH | $153.42M 5.66% | 3M | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 2.45M | SH | $147.86M 5.46% | 2.45M | 0.00 | 0.00 |
CIMPRESS PLCSOLE | SHS EURO | 2.06M | SH | $96.77M 3.57% | 2.06M | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 813.01K | SH | $17.51M 0.65% | 813.01K | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 300K | SH | $12.87M 0.47% | 300K | 0.00 | 0.00 |