Q1 2025 · 13F-HR
SPRUCE HOUSE INVESTMENT MANAGEMENT LLCholdings as filed
Filed 2025-05-15 · accession 0001543170-25-000003
$1.93B
Reported value
9
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $754.6M | 39.2% | 3,609,288 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $545.0M | 28.3% | 2,057,024 | Common | SOLE |
| 36262G101 | GXO | GXO LOGISTICS INCORPORATED | $166.2M | 8.63% | 4,253,997 | Common | SOLE |
| 194693107 | CIGI | COLLIERS INTL GROUP INC | $157.5M | 8.18% | 1,301,133 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $118.4M | 6.15% | 2,450,000 | Common | SOLE |
| G2143T103 | CMPR | CIMPRESS PLC | $93.1M | 4.84% | 2,058,904 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $69.8M | 3.63% | 2,180,385 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $11.0M | 0.57% | 813,009 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $10.0M | 0.52% | 300,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.