SH

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

13F
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Last update 2025-05-15 9 Stocks (1 new)
Value $1.93 Bil Turnover 7 %
Countries:
Top Holdings: CVNA(39.19%)APP(28.30%)GXO(8.63%)CIGI(8.18%)CNM(6.15%)
Summary Stock Picks Current Portfolio
SPRUCE HOUSE INVESTMENT MANAGE... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CVNA 		Carvana Co
3,609,288
754,629.9
-26.66%
39.190
-9.81%
2.690
+59.69%
+69.52%
46,548.7
Vehicles & Parts
APP 		AppLovin Corp
2,057,024
545,049.7
-33.79%
28.300
-12.50%
0.610
+32.60%
+30.21%
142,684.2
Media - Diversified
GXO 		GXO Logistics Inc
4,253,997
166,246.2
+102.57%
8.630
+4.37%
3.720
+10.36%
-2.38%
4,858.8
Transportation
CIGI 		Colliers International Group Inc
1,301,133
157,481.5
0%
8.180
0%
2.570
-1.12%
-6.85%
6,396.1
Real Estate
CNM 		Core & Main Inc
2,450,000
118,359.5
+63.33%
6.150
+2.38%
1.290
+25.77%
+17.42%
11,322.6
Industrial Distribution
CMPR 		Cimpress PLC
2,058,904
93,124.2
0%
4.840
0%
8.280
+1.74%
-37.24%
1,119.8
Business Services
W 		Wayfair Inc
2,180,385
69,837.7
0%
3.630
0%
1.700
+31.68%
+1.76%
5,787.0
Retail - Cyclical
QXO 		QXO Inc
813,009
11,008.1
New Holding
0.570
+0.57%
0.160
+28.21%
+7.48%
9,882.6
Software
DKNG 		DraftKings Inc
300,000
9,963.0
0%
0.520
0%
0.060
-21.75%
-8.68%
16,858.8
Travel & Leisure
BECN 		Beacon Roofing Supply Inc
0
0
Sold Out
0.000
-1.87%
0.000
+4.87%
+22.24%
7,718.6
Industrial Distribution

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC's Historical Top Holdings Breakdowns

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
APP 		AppLovin Corp2025-03-31Reduce
-12.50%
●
238.08 ($344.61) 510.13
$419.33
21.68%
Reduce -33.79%
2,057,024
-1,050,000
CVNA 		Carvana Co2025-03-31Reduce
-9.81%
●
166.52 ($221.24) 285.33
$347.12
56.90%
Reduce -26.66%
3,609,288
-1,311,712
GXO 		GXO Logistics Inc2025-03-31Add
+4.37%
●
36.31 ($41.76) 46.18
$42.62
2.06%
Add 102.57%
4,253,997
2,153,997
CNM 		Core & Main Inc2025-03-31Add
+2.38%
●
46.27 ($51.82) 57.26
$59.81
15.42%
Add 63.33%
2,450,000
950,000
BECN Unlock Delisted Beacon Roofing Supply Inc2025-03-31Sold Out
-1.87%
●
100.48 ($116.47) 123.86
$124.17
6.61%
Sold Out
0
-500,000
DASH 		DoorDash Inc2025-03-31Sold Out
-1.85%
●
168.37 ($188.06) 213.38
$216.79
15.28%
Sold Out
0
-300,000
QXO 		QXO Inc2025-03-31New Buy
+0.57%
●
12.01 ($13.6) 16.1
$17.08
25.59%
New holding
813,009
813,009
GPI 		Group 1 Automotive Inc2025-03-31Sold Out
-0.46%
●
375.96 ($438.3) 484.08
$425.86
-2.84%
Sold Out
0
-29,500
APP 		AppLovin Corp2024-12-31Reduce
-3.16%
●
131.36 ($254.91) 401.5
$419.33
64.50%
Reduce -13.69%
3,107,024
-492,976
GXO 		GXO Logistics Inc2024-12-31Add
+1.92%
●
41.93 ($55.13) 63.01
$42.62
-22.69%
Add 133.33%
2,100,000
1,200,000

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Total Holding History ($B)

To

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC's Asset Allocation

To

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC's Hypothetical Growth since 2025-03-31

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC's Holdings Heat Map

Size field:

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC's Holdings Bubble Chart

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC News

  • 1

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