Q1 2026 · 13F-HR
SPRUCE HOUSE INVESTMENT MANAGEMENT LLCholdings as filed
Filed 2026-05-15 · accession 0001543170-26-000006
$2.80B
Reported value
11
Positions
2026-03-31
Period end
The Brief · SPRUCE HOUSE INVESTMENT MANAGEMENT LLC · Q1 2026
AI · grounded in 13F
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC established a new position in SPORTRADAR GROUP AG valued at $46.03M. The fund increased its holdings in DKNG by 129.55% and CIGI by 92.99%. Conversely, the manager trimmed positions in CIMPRESS PLC by 16.56% and W by 11.08%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 146869102 | CVNA | CARVANA CO | $734.1M | 26.2% | 2,335,000 | Common | SOLE |
| 03831W108 | APP | APPLOVIN CORP | $712.4M | 25.4% | 1,790,000 | Common | SOLE |
| 194693107 | CIGI | COLLIERS INTL GROUP INC | $268.4M | 9.58% | 2,511,000 | Common | SOLE |
| 219948106 | CPAY | CORPAY INC | $256.1M | 9.14% | 880,000 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $208.6M | 7.45% | 9,650,000 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $195.5M | 6.98% | 2,600,000 | Common | SOLE |
| 36262G101 | GXO | GXO LOGISTICS INCORPORATED | $168.5M | 6.02% | 3,250,000 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $106.2M | 3.79% | 2,150,000 | Common | SOLE |
| G2143T103 | CMPR | CIMPRESS PLC | $89.3M | 3.19% | 1,222,633 | Common | SOLE |
| H8088L103 | SRAD | SPORTRADAR GROUP AG | $46.0M | 1.64% | 2,750,000 | Common | SOLE |
| 82846H405 | QXO | QXO INC | $15.8M | 0.56% | 813,009 | 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.