Holdings
Spruce House Investment Management LLC
As of Jun 30, 2026, Spruce House Investment Management LLC reported 9 positions worth US$3.14B. Largest: Applovin Corporation, Carvana Co. and Corpay, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Applovin Corporation | 1.79M | US$922M | no change | Jun 30, 2026 |
| Carvana Co. | 11.7M | US$768M | +9.34M | Jun 30, 2026 |
| Corpay, Inc. | 880K | US$293M | no change | Jun 30, 2026 |
| Wayfair Inc. | 2.91M | US$269M | +310K | Jun 30, 2026 |
| Gxo Logistics, Inc. | 5.25M | US$266M | +2M | Jun 30, 2026 |
| Colliers International Group Inc. | 2.75M | US$257M | +234K | Jun 30, 2026 |
| Draftkings Inc. | 9.65M | US$244M | no change | Jun 30, 2026 |
| Core & Main, Inc. | 2.15M | US$104M | no change | Jun 30, 2026 |
| Qxo, Inc. | 813K | US$14M | no change | Jun 30, 2026 |