Spruce House Investment Management LLC
Spruce House Investment Management LLC reported 11 holdings worth US$3.4B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Spruce House Investment Management LLC reported 11 holdings worth US$3.4B as of Jun 30, 2026. Largest: Applovin Corporation, Carvana Co. and Corpay, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 11
- Value as reported
- US$3.4B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Applovin Corporation | 1.79M | US$922M | 27.1% |
| Carvana Co. | 11.7M | US$768M | 22.6% |
| Corpay, Inc. | 880K | US$293M | 8.6% |
| Wayfair Inc. | 2.91M | US$269M | 7.9% |
| Gxo Logistics, Inc. | 5.25M | US$266M | 7.8% |
| Colliers International Group Inc. | 2.75M | US$257M | 7.6% |
| Draftkings Inc. | 9.65M | US$244M | 7.2% |
| Core & Main, Inc. | 2.15M | US$104M | 3.1% |
| Qxo, Inc. | 813K | US$14M | 0.41% |