Filed: 2/17/2026ACC: 0001543170-26-000004
📋 What this filing means
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 10 equity positions with a total reported market value of $3.45B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
10
Positions
$3.45B
Total AUM (reported)
21.01M
Total Shares
Allocation by class
CL A$1.37B39.6%
COM CL A$1.36B39.4%
COM SHS$249.77M7.2%
SUB VTG SHS$191.26M5.5%
COMMON STOCK$171.08M5.0%
SHS EURO$97.58M2.8%
COM NEW$15.68M0.5%
Portfolio Concentration
Top 3$2.47B71.5%
4–10$981.98M28.5%
Top 3 weight
71.5%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 21.01M
Sole
Full voting authority
21.01M
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)
Sole10
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings10
Rows:
APPLOVIN CORP
SOLEShares1.80M
TypeSH
Market value$1.21B
35.17%
Sole
1.80M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares2.27M
TypeSH
Market value$960.10M
27.84%
Sole
2.27M
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares2.92M
TypeSH
Market value$293.58M
8.51%
Sole
2.92M
Shared
0.00
None
0.00
CORPAY INC
SOLEShares830K
TypeSH
Market value$249.77M
7.24%
Sole
830K
Shared
0.00
None
0.00
COLLIERS INTL GROUP INC
SOLEShares1.30M
TypeSH
Market value$191.26M
5.55%
Sole
1.30M
Shared
0.00
None
0.00
GXO LOGISTICS INCORPORATED
SOLEShares3.25M
TypeSH
Market value$171.08M
4.96%
Sole
3.25M
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares4.20M
TypeSH
Market value$144.86M
4.20%
Sole
4.20M
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares2.15M
TypeSH
Market value$111.74M
3.24%
Sole
2.15M
Shared
0.00
None
0.00
CIMPRESS PLC
SOLEShares1.47M
TypeSH
Market value$97.58M
2.83%
Sole
1.47M
Shared
0.00
None
0.00
QXO INC
SOLEShares813.01K
TypeSH
Market value$15.68M
0.45%
Sole
813.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 1.80M | SH | $1.21B 35.17% | 1.80M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 2.27M | SH | $960.10M 27.84% | 2.27M | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 2.92M | SH | $293.58M 8.51% | 2.92M | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 830K | SH | $249.77M 7.24% | 830K | 0.00 | 0.00 |
COLLIERS INTL GROUP INCSOLE | SUB VTG SHS | 1.30M | SH | $191.26M 5.55% | 1.30M | 0.00 | 0.00 |
GXO LOGISTICS INCORPORATEDSOLE | COMMON STOCK | 3.25M | SH | $171.08M 4.96% | 3.25M | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 4.20M | SH | $144.86M 4.20% | 4.20M | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 2.15M | SH | $111.74M 3.24% | 2.15M | 0.00 | 0.00 |
CIMPRESS PLCSOLE | SHS EURO | 1.47M | SH | $97.58M 2.83% | 1.47M | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 813.01K | SH | $15.68M 0.45% | 813.01K | 0.00 | 0.00 |