Spruce House Investment Management LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Spruce House Investment Management LLC disclosed 11 US equity positions worth $2.8bn in its Q1 2026 13F filing. The largest position was CVNA at 26.2% of the reported book, followed by APP and CIGI.
What did Spruce House Investment Management LLC own in Q1 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 26.2% | $734.1m | 2,335,000 | – | |
| 2 | APP APPLOVIN CORP | Communication Services | 25.4% | $712.4m | 1,790,000 | – | |
| 3 | CIGI COLLIERS INTL GROUP INC | Real Estate | 9.6% | $268.4m | 2,511,000 | – | |
| 4 | CPAY CORPAY INC | Technology | 9.1% | $256.1m | 880,000 | – | |
| 5 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 7.4% | $208.6m | 9,650,000 | – | |
| 6 | W WAYFAIR INC | Consumer Cyclical | 7.0% | $195.5m | 2,600,000 | – | |
| 7 | GXO GXO LOGISTICS INCORPORATED | Industrials | 6.0% | $168.5m | 3,250,000 | – | |
| 8 | CNM CORE & MAIN INC | Industrials | 3.8% | $106.2m | 2,150,000 | – | |
| 9 | CMPR CIMPRESS PLC | Industrials | 3.2% | $89.3m | 1,222,633 | – | |
| 10 | SRAD SPORTRADAR GROUP AG | Technology | 1.6% | $46.0m | 2,750,000 | – | |
| 11 | QXO QXO INC | Industrials | 0.6% | $15.8m | 813,009 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.