Filed: 8/14/2026ACC: 0001543170-26-000013
📋 What this filing means
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 11 equity positions with a total reported market value of $3.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
11
Positions
$3.40B
Total AUM (reported)
48.24M
Total Shares
Allocation by class
COM CL A$1.17B34.3%
CL A$1.14B33.6%
COM SHS$293.28M8.6%
COMMON STOCK$266.18M7.8%
SUB VTG SHS$257.35M7.6%
CLASS A ORD SHS$137.05M4.0%
SHS EURO$124.34M3.7%
Portfolio Concentration
Top 3$1.98B58.4%
4–10$1.40B41.2%
11–25$14.05M0.4%
Top 3 weight
58.4%
Top 10 weight
99.6%
Voting Authority Distribution
Total shares with voting rights: 48.24M
Sole
Full voting authority
48.24M
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)
Sole11
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings11
Rows:
APPLOVIN CORP
SOLEShares1.79M
TypeSH
Market value$922.26M
27.13%
Sole
1.79M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares11.68M
TypeSH
Market value$768.45M
22.61%
Sole
11.68M
Shared
0.00
None
0.00
CORPAY INC
SOLEShares880K
TypeSH
Market value$293.28M
8.63%
Sole
880K
Shared
0.00
None
0.00
WAYFAIR INC
SOLEShares2.91M
TypeSH
Market value$268.91M
7.91%
Sole
2.91M
Shared
0.00
None
0.00
GXO LOGISTICS INCORPORATED
SOLEShares5.25M
TypeSH
Market value$266.18M
7.83%
Sole
5.25M
Shared
0.00
None
0.00
COLLIERS INTL GROUP INC
SOLEShares2.75M
TypeSH
Market value$257.35M
7.57%
Sole
2.75M
Shared
0.00
None
0.00
DRAFTKINGS INC NEW
SOLEShares9.65M
TypeSH
Market value$243.76M
7.17%
Sole
9.65M
Shared
0.00
None
0.00
SPORTRADAR GROUP AG
SOLEShares9.15M
TypeSH
Market value$137.05M
4.03%
Sole
9.15M
Shared
0.00
None
0.00
CIMPRESS PLC
SOLEShares1.22M
TypeSH
Market value$124.34M
3.66%
Sole
1.22M
Shared
0.00
None
0.00
CORE & MAIN INC
SOLEShares2.15M
TypeSH
Market value$103.74M
3.05%
Sole
2.15M
Shared
0.00
None
0.00
QXO INC
SOLEShares813.01K
TypeSH
Market value$14.05M
0.41%
Sole
813.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
APPLOVIN CORPSOLE | COM CL A | 1.79M | SH | $922.26M 27.13% | 1.79M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 11.68M | SH | $768.45M 22.61% | 11.68M | 0.00 | 0.00 |
CORPAY INCSOLE | COM SHS | 880K | SH | $293.28M 8.63% | 880K | 0.00 | 0.00 |
WAYFAIR INCSOLE | CL A | 2.91M | SH | $268.91M 7.91% | 2.91M | 0.00 | 0.00 |
GXO LOGISTICS INCORPORATEDSOLE | COMMON STOCK | 5.25M | SH | $266.18M 7.83% | 5.25M | 0.00 | 0.00 |
COLLIERS INTL GROUP INCSOLE | SUB VTG SHS | 2.75M | SH | $257.35M 7.57% | 2.75M | 0.00 | 0.00 |
DRAFTKINGS INC NEWSOLE | COM CL A | 9.65M | SH | $243.76M 7.17% | 9.65M | 0.00 | 0.00 |
SPORTRADAR GROUP AGSOLE | CLASS A ORD SHS | 9.15M | SH | $137.05M 4.03% | 9.15M | 0.00 | 0.00 |
CIMPRESS PLCSOLE | SHS EURO | 1.22M | SH | $124.34M 3.66% | 1.22M | 0.00 | 0.00 |
CORE & MAIN INCSOLE | CL A | 2.15M | SH | $103.74M 3.05% | 2.15M | 0.00 | 0.00 |
QXO INCSOLE | COM NEW | 813.01K | SH | $14.05M 0.41% | 813.01K | 0.00 | 0.00 |