SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.7T
Holdings
9
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 3,609,288 | $1.2T | 44.87% | |
| 2 | APPAPPLOVIN CORP | 2,057,024 | $720.1B | 26.57% | |
| 3 | GXOGXO LOGISTICS INCORPORATED | 3,600,000 | $175.3B | 6.47% | |
| 4 | CIGICOLLIERS INTL GROUP INC | 1,301,133 | $170.4B | 6.29% | |
| 5 | WWAYFAIR INC | 3,000,000 | $153.4B | 5.66% | |
| 6 | CNMCORE & MAIN INC | 2,450,000 | $147.9B | 5.46% | |
| 7 | CMPRCIMPRESS PLC | 2,058,904 | $96.8B | 3.57% | |
| 8 | QXOQXO INC | 813,009 | $17.5B | 0.65% | |
| 9 | DKNGDRAFTKINGS INC NEW | 300,000 | $12.9B | 0.47% |