SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q4 2025 Filing
Filed February 17, 2026
Portfolio Value
$3.4T
Holdings
10
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 1,799,729 | $1.2T | 35.17% | |
| 2 | CVNACARVANA CO | 2,275,000 | $960.1B | 27.84% | |
| 3 | WWAYFAIR INC | 2,923,845 | $293.6B | 8.51% | |
| 4 | CPAYCORPAY INC | 830,000 | $249.8B | 7.24% | |
| 5 | CIGICOLLIERS INTL GROUP INC | 1,301,133 | $191.3B | 5.55% | |
| 6 | GXOGXO LOGISTICS INCORPORATED | 3,250,000 | $171.1B | 4.96% | |
| 7 | DKNGDRAFTKINGS INC NEW | 4,203,834 | $144.9B | 4.20% | |
| 8 | CNMCORE & MAIN INC | 2,150,000 | $111.7B | 3.24% | |
| 9 | CMPRCIMPRESS PLC | 1,465,366 | $97.6B | 2.83% | |
| 10 | QXOQXO INC | 813,009 | $15.7B | 0.45% |