The Analysis of SPRUCE HOUSE INVESTMENT MANAGEMENT LLC's Holdings


Currently, SPRUCE HOUSE INVESTMENT MANAGEMENT LLC holds 10 types of securities in its portfolio with a total value $3.9B. In the most recent quarter, they have increased their positions in CPAY (+425.0K shares, valued at $122.4M); decreased their positions in GXO (-350.0K shares, valued at $18.5M), CNM (-300.0K shares, valued at $16.1M), CMPR (-246.0K shares, valued at $15.5M); initiated new positions in CPAY (+425.0K shares, valued at $122.4M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
APP APPLOVIN CORP2.1M shares0.00%2025-09-302025-11-14history
CVNA CARVANA CO3.6M shares0.00%2025-09-302025-11-14history
W WAYFAIR INC2.9M shares-2.54%2025-09-302025-11-14history
CIGI COLLIERS INTL GROUP INC1.3M shares0.00%2025-09-302025-11-14history
GXO GXO LOGISTICS INCORPORATED3.3M shares-9.72%2025-09-302025-11-14history
CPAY CORPAY INC425.0K sharesnew addition2025-09-302025-11-14history
CMPR CIMPRESS PLC1.5M shares-14.38%2026-01-292026-02-02history
CNM CORE & MAIN INC2.1M shares-12.24%2025-09-302025-11-14history
Sponsored
QXO QXO INC813.0K shares0.00%2025-09-302025-11-14history
DKNG DRAFTKINGS INC NEW300.0K shares0.00%2025-09-302025-11-14history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available