Spruce House Investment Management LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Spruce House Investment Management LLC disclosed 11 US equity positions worth $3.4bn in its Q2 2026 13F filing. The largest position was APP at 27.1% of the reported book, followed by CVNA and CPAY. Against the Q1 2026 filing, it opened 0 new positions, added to 5 and reduced 0 among the top 11 holdings.
What did Spruce House Investment Management LLC own in Q2 2026? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | APP APPLOVIN CORP | Communication Services | 27.1% | $922.3m | 1,790,000 | 0% | held |
| 2 | CVNA CARVANA CO | Consumer Cyclical | 22.6% | $768.4m | 11,675,000 | 400% | added |
| 3 | CPAY CORPAY INC | Technology | 8.6% | $293.3m | 880,000 | 0% | held |
| 4 | W WAYFAIR INC | Consumer Cyclical | 7.9% | $268.9m | 2,909,700 | 12% | added |
| 5 | GXO GXO LOGISTICS INCORPORATED | Industrials | 7.8% | $266.2m | 5,250,000 | 62% | added |
| 6 | CIGI COLLIERS INTL GROUP INC | Real Estate | 7.6% | $257.4m | 2,745,325 | 9% | added |
| 7 | DKNG DRAFTKINGS INC NEW | Consumer Cyclical | 7.2% | $243.8m | 9,650,000 | 0% | held |
| 8 | SRAD SPORTRADAR GROUP AG | Technology | 4.0% | $137.1m | 9,155,000 | 233% | added |
| 9 | CMPR CIMPRESS PLC | Industrials | 3.7% | $124.3m | 1,222,633 | 0% | held |
| 10 | CNM CORE & MAIN INC | Industrials | 3.1% | $103.7m | 2,150,000 | 0% | held |
| 11 | QXO QXO INC | Industrials | 0.4% | $14.0m | 813,009 | 0% | held |
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.