13F Filings/SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

Hedge FundCIK0001543170LocationNEW YORK, NY 10014, United States

Long U.S. equity positions disclosed to the SEC on Form 13F-HR.

Latest filingQ1 2026Quarter ended31 Mar 2026Filed15 May 2026
Firm profile · Form ADV
SEC adviser registration
CRD
163427 · 801-80025
Portfolio Turnover
7%
Of book traded, QoQ
Positions
11
Long U.S. equities
Top 10 Concentration
99%
Of reported value
QoQ Change
$-647.4M
Value change
Assets under management
Form ADV RAUM · client mix · 13F over time
Regulatory AUM
$2.3B
Form ADV, as of Mar 2024
● 100% discretionary ($2.3B)
By client type
Pooled investment vehicles: $2.3B (100.0%) · 3 clients
Pooled investment vehicles
$2.3B · 100%
13F AUM over time
$2.8B
Q1 ’26 · 13F AUM
▲ 599%
46 quarters
Sector Breakdown
Latest filing
Consumer Discretionary40.6% · $1.1B
Information Technology25.4% · $712.4M
Industrials10.4% · $290.5M
Real Estate9.6% · $268.4M
Financials9.1% · $256.1M
Unclassified4.8% · $135.3M
Reported Holdings
Q1 2026 · sign up free for past quarters
↗
★ Position spotlightCVNACARVANA CO · 26.2% of book
🔒
See how this position changed across every quarter
Multi-quarter 13F position history — shares held, buys & sells, and price over time — is a Pro feature. The latest snapshot below stays free.
Security⇅Shares⇅Market Value▼Est. Cost⇅Last Px⇅Est. Return⇅% Portfolio⇅Δ Shares⇅Action⇅
CARVANA CO
CVNA· Consumer Discretionary
2.33MSH$734.1M~$314.38$62.35▼80.2%26.2%▲ 2.6%Added
APPLOVIN CORP
APP· Information Technology
1.79MSH$712.4M~$398.00$477.08▲19.9%25.4%▼ 0.5%Reduced
COLLIERS INTL GROUP INC
CIGI· Real Estate
2.51MSH$268.4M~$106.88$92.75▼13.2%9.6%▲ 93.0%Added
CORPAY INC
CPAY· Financials
880KSH$256.1M~$290.99$332.48▲14.3%9.1%▲ 6.0%Added
DRAFTKINGS INC NEW
DKNG· Consumer Discretionary
9.65MSH$208.6M~$21.62$25.70▲18.9%7.4%▲ 129.6%Added
WAYFAIR INC
W· Consumer Discretionary
2.60MSH$195.5M~$75.21$94.47▲25.6%7.0%▼ 11.1%Reduced
GXO LOGISTICS INCORPORATED
GXO· Industrials
3.25MSH$168.5M~$51.85$50.19▼3.2%6.0%—Unchanged
CORE & MAIN INC
CNM· Industrials
2.15MSH$106.2M~$49.40$49.14▼0.5%3.8%—Unchanged
CIMPRESS PLC
1.22MSH$89.3M~$73.00——3.2%▼ 16.6%Reduced
SPORTRADAR GROUP AG
2.75MSH$46.0M~$16.74——1.6%NewNew
QXO INC
QXO· Industrials
813KSH$15.8M~$19.42$17.78▼8.4%0.6%—Unchanged
CVNACARVANA COAdded
$734.1M· 26.2%· 2.33M SH· ▲ 2.6%· cost $314.38· last $62.35· ▼80.2%
Consumer Discretionary · CL A · SOLE
APPAPPLOVIN CORPReduced
$712.4M· 25.4%· 1.79M SH· ▼ 0.5%· cost $398.00· last $477.08· ▲19.9%
Information Technology · COM CL A · SOLE
CIGICOLLIERS INTL GROUP INCAdded
$268.4M· 9.6%· 2.51M SH· ▲ 93.0%· cost $106.88· last $92.75· ▼13.2%
Real Estate · SUB VTG SHS · SOLE
CPAYCORPAY INCAdded
$256.1M· 9.1%· 880K SH· ▲ 6.0%· cost $290.99· last $332.48· ▲14.3%
Financials · COM SHS · SOLE
DKNGDRAFTKINGS INC NEWAdded
$208.6M· 7.4%· 9.65M SH· ▲ 129.6%· cost $21.62· last $25.70· ▲18.9%
Consumer Discretionary · COM CL A · SOLE
WWAYFAIR INCReduced
$195.5M· 7.0%· 2.60M SH· ▼ 11.1%· cost $75.21· last $94.47· ▲25.6%
Consumer Discretionary · CL A · SOLE
GXOGXO LOGISTICS INCORPORATEDUnchanged
$168.5M· 6.0%· 3.25M SH· —· cost $51.85· last $50.19· ▼3.2%
Industrials · COMMON STOCK · SOLE
CNMCORE & MAIN INCUnchanged
$106.2M· 3.8%· 2.15M SH· —· cost $49.40· last $49.14· ▼0.5%
Industrials · CL A · SOLE
CIMPRESS PLCReduced
$89.3M· 3.2%· 1.22M SH· ▼ 16.6%· cost $73.00
SHS EURO · SOLE
SPORTRADAR GROUP AGNew
$46.0M· 1.6%· 2.75M SH· New· cost $16.74
CLASS A ORD SHS · SOLE
QXOQXO INCUnchanged
$15.8M· 0.6%· 813K SH· —· cost $19.42· last $17.78· ▼8.4%
Industrials · COM NEW · SOLE
← All 13F filings