Spruce House Investment Management LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Spruce House Investment Management LLC reported 10 stock positions worth $1.5 billion. Its top holding was Carvana (CVNA) at 42.4% of the portfolio, followed by AppLovin Class A (APP, 19.7%) and Cimpress (CMPR, 11.9%). Compared with Q1 2024, it sold out of 1, added to 2 and reduced 1. The biggest buy was Gxo Logistics (GXO, shares +828%) and the biggest sale AppLovin Class A (APP, shares −28%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001543170
- Portfolio Value
- $1.5B (Q2 2024)
- SEC Filing
- 0001493152-24-032290 ↗ filed Aug 14, 2024
Holdings Value
Holdings 10 stocks · $1.5B
| CVNA Carvana Co. | 42.38% | 5,000,000 | $643.6M | No change |
| APP AppLovin Corp. Class A | 19.73% | 3,600,000 | $299.6M | Reduce -28.0% |
| CMPR Cimpress PLC | 11.88% | 2,058,904 | $180.4M | No change |
| CIGI Colliers Intl GR-Subord Vot | 9.57% | 1,301,132 | $145.3M | No change |
| W Wayfair Inc. Class A | 9.16% | 2,637,000 | $139.0M | No change |
| GXO Gxo Logistics Inc. | 2.99% | 900,000 | $45.5M | Add +827.8% |
| DASH DoorDash Inc. Class A | 2.15% | 300,000 | $32.6M | No change |
| CNM Core & Main Inc. Class A | 0.97% | 300,000 | $14.7M | No change |
| BECN Beacon Roofing Supply Inc. | 0.61% | 103,000 | $9.3M | No change |
| GPI Group 1 Automotive Inc. | 0.58% | 29,500 | $8.8M | Add +51.3% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
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 |