SPRUCE HOUSE INVESTMENT MANAGEMENT LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SH SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | Institutional Filer | ▼ 18.77% | $2.80B | 11 |
Current Portfolio Holdings
Showing all 11 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | CVNA | Carvana Co. | Consumer Cyclical | 2.3M | $734.1M | 26.21% |
| 2 | APP | AppLovin Corporation | Technology | 1.8M | $712.4M | 25.44% |
| 3 | CIGI | Colliers International Group Inc. | Real Estate | 2.5M | $268.4M | 9.58% |
| 4 | CPAY | Corpay, Inc. | Technology | 880K | $256.1M | 9.14% |
| 5 | DKNG | DraftKings Inc. | Consumer Cyclical | 9.7M | $208.6M | 7.45% |
| 6 | W | Wayfair Inc. | Consumer Cyclical | 2.6M | $195.5M | 6.98% |
| 7 | GXO | GXO Logistics, Inc. | Industrials | 3.3M | $168.5M | 6.02% |
| 8 | CNM | Core & Main, Inc. | Industrials | 2.1M | $106.2M | 3.79% |
| 9 | CMPR | Cimpress plc | Communication Services | 1.2M | $89.3M | 3.19% |
| 10 | SRAD | Sportradar Group AG | Technology | 2.8M | $46.0M | 1.64% |
| 11 | QXO | QXO, Inc. | Technology | 813K | $15.8M | 0.56% |
Showing 1 to 11 of 11 holdings