Q2 2025 · 13F-HR
SPRUCE HOUSE INVESTMENT MANAGEMENT LLCholdings as filed
Filed 2025-08-14 · accession 0001543170-25-000008
$2.71B
Reported value
9
Positions
2025-06-30
Period end
The Brief · SPRUCE HOUSE INVESTMENT MANAGEMENT LLC · Q2 2025
AI · grounded in 13F
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC established a new position in CVNA valued at $1.22B. The fund also initiated a new stake in APP for $720.12M. Additional new positions include GXO at $175.32M and CIGI at $170.36M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $1.22B | 44.9% | 3,609,288 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $720.1M | 26.6% | 2,057,024 | Common | SOLE |
| 36262G101 | GXO | GXO LOGISTICS INCORPORATED | $175.3M | 6.47% | 3,600,000 | Common | SOLE |
| 194693107 | CIGI | COLLIERS INTL GROUP INC | $170.4M | 6.29% | 1,301,133 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $153.4M | 5.66% | 3,000,000 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $147.9M | 5.46% | 2,450,000 | Common | SOLE |
| G2143T103 | CMPR | CIMPRESS PLC | $96.8M | 3.57% | 2,058,904 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $17.5M | 0.65% | 813,009 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $12.9M | 0.47% | 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.