SPRUCE HOUSE INVESTMENT MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, SPRUCE HOUSE INVESTMENT MANAGEMENT LLC held in its portfolio 10 assets valued at $3,448,349,253 (i.e. $3.45B).

The most valuable assets in the portfolio included: APPLOVIN CORP ($1.21B), CARVANA CO ($960.10M), and WAYFAIR INC ($293.58M).

The chart below shows the top 10 valuable assets, and the table below shows the top 10 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Portfolio

APPLOVIN CORP

CARVANA CO

WAYFAIR INC

CORPAY INC

COLLIERS INTL GROUP INC

GXO LOGISTICS INCORPORATED

DRAFTKINGS INC NEW

CORE & MAIN INC

CIMPRESS PLC

QXO INC

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
APPLOVIN CORP	1799729	1212693395	COM CL A
CARVANA CO	2275000	960095500	CL A
WAYFAIR INC	2923845	293583276	CL A
CORPAY INC	830000	249771900	COM SHS
COLLIERS INTL GROUP INC	1301133	191263896	SUB VTG SHS
GXO LOGISTICS INCORPORATED	3250000	171080000	COMMON STOCK
DRAFTKINGS INC NEW	4203834	144864120	COM CL A
CORE & MAIN INC	2150000	111735500	CL A
CIMPRESS PLC	1465366	97578722	SHS EURO
QXO INC	813009	15682944	COM NEW