Spruce House Investment Management LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Spruce House Investment Management LLC reported 10 stock positions worth $2.0 billion. Its top holding was Carvana (CVNA) at 42.7% of the portfolio, followed by AppLovin Class A (APP, 23.0%) and Colliers Intl GR-Subord Vot (CIGI, 9.7%). Compared with Q2 2024, it added to 2. The biggest buy was Core & Main Class A (CNM, shares +400%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001543170
- Portfolio Value
- $2.0B (Q3 2024)
- SEC Filing
- 0001493152-24-045896 ↗ filed Nov 14, 2024
Holdings Value
Holdings 10 stocks · $2.0B
| CVNA Carvana Co. | 42.68% | 5,000,000 | $870.5M | No change |
| APP AppLovin Corp. Class A | 23.04% | 3,600,000 | $470.0M | No change |
| CIGI Colliers Intl GR-Subord Vot | 9.68% | 1,301,132 | $197.5M | No change |
| CMPR Cimpress PLC | 8.27% | 2,058,904 | $168.7M | No change |
| W Wayfair Inc. Class A | 7.26% | 2,637,000 | $148.1M | No change |
| CNM Core & Main Inc. Class A | 3.26% | 1,500,000 | $66.6M | Add +400.0% |
| GXO Gxo Logistics Inc. | 2.30% | 900,000 | $46.9M | No change |
| DASH DoorDash Inc. Class A | 2.10% | 300,000 | $42.8M | No change |
| BECN Beacon Roofing Supply Inc. | 0.86% | 203,000 | $17.5M | Add +97.1% |
| GPI Group 1 Automotive Inc. | 0.55% | 29,500 | $11.3M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| None this quarter. | |||
Portfolio Buys Q2 2024 → Q3 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 |