Spruce House Investment Management LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Spruce House Investment Management LLC reported 11 stock positions worth $3.4 billion. Its top holding was AppLovin Class A (APP) at 27.1% of the portfolio, followed by Carvana (CVNA, 22.6%) and Corpay (CPAY, 8.6%). Compared with Q1 2026, it added to 4. The biggest buy was Sportradar Group AG-A (SRAD, shares +233%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001543170
- Portfolio Value
- $3.4B (Q2 2026)
- SEC Filing
- 0001543170-26-000013 ↗ filed Aug 14, 2026
Holdings Value
Holdings 11 stocks · $3.4B
| APP AppLovin Corp. Class A | 27.13% | 1,790,000 | $922.3M | No change |
| CVNA Carvana Co. | 22.61% | 11,675,000 | $768.4M | No change |
| CPAY Corpay Inc. | 8.63% | 880,000 | $293.3M | No change |
| W Wayfair Inc. Class A | 7.91% | 2,909,700 | $268.9M | Add +11.9% |
| GXO Gxo Logistics Inc. | 7.83% | 5,250,000 | $266.2M | Add +61.5% |
| CIGI Colliers Intl GR-Subord Vot | 7.57% | 2,745,325 | $257.4M | Add +9.3% |
| DKNG Draftkings Inc. Class A | 7.17% | 9,650,000 | $243.8M | No change |
| SRAD Sportradar Group AG-A | 4.03% | 9,155,000 | $137.1M | Add +232.9% |
| CMPR Cimpress PLC | 3.66% | 1,222,633 | $124.3M | No change |
| CNM Core & Main Inc. Class A | 3.05% | 2,150,000 | $103.7M | No change |
| QXO Qxo Inc. | 0.41% | 813,009 | $14.0M | No change |
Portfolio Sells Q1 2026 → Q2 2026
| None this quarter. | |||
Portfolio Buys Q1 2026 → Q2 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $3.4B | APP, CVNA, CPAY, W, GXO |
| Q1 2026 | 11 | $2.8B | CVNA, APP, CIGI, CPAY, DKNG |
| Q4 2025 | 10 | $3.4B | APP, CVNA, W, CPAY, CIGI |
| Q3 2025 | 10 | $3.9B | APP, CVNA, W, CIGI, GXO |
| Q2 2025 | 9 | $2.7B | CVNA, APP, GXO, CIGI, W |
| Q1 2025 | 9 | $1.9B | CVNA, APP, GXO, CIGI, CNM |
| Q4 2024 | 11 | $2.7B | APP, CVNA, CIGI, CMPR, W |
| Q3 2024 | 10 | $2.0B | CVNA, APP, CIGI, CMPR, W |
| Q2 2024 | 10 | $1.5B | CVNA, APP, CMPR, CIGI, W |
| Q1 2024 | 11 | $1.4B | CVNA, APP, CMPR, W, CIGI |