SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$3.9T
Holdings
10
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 2,057,024 | $1.5T | 38.18% | |
| 2 | CVNACARVANA CO | 3,609,288 | $1.4T | 35.18% | |
| 3 | WWAYFAIR INC | 2,923,845 | $261.2B | 6.75% | |
| 4 | CIGICOLLIERS INTL GROUP INC | 1,301,133 | $203.4B | 5.26% | |
| 5 | GXOGXO LOGISTICS INCORPORATED | 3,250,000 | $171.9B | 4.44% | |
| 6 | CMPRCIMPRESS PLC | 2,058,904 | $129.8B | 3.35% | |
| 7 | CPAYCORPAY INC | 425,000 | $122.4B | 3.16% | |
| 8 | CNMCORE & MAIN INC | 2,150,000 | $115.7B | 2.99% | |
| 9 | QXOQXO INC | 813,009 | $15.5B | 0.40% | |
| 10 | DKNGDRAFTKINGS INC NEW | 300,000 | $11.2B | 0.29% |