Holdings of SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
8 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 100 % of the equity sleeve
Sector breakdown
- Consumer discretionary 30.6 %
- Technology 29.7 %
- Financials 10.7 %
- Unattributed 29.0 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 8 | 2.4B $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Carvana Co | 2,335,000 | 734.1M $ | |
| 2 | AppLovin Corp | 1,790,000 | 712.4M $ | |
| 3 | Corpay Inc | 880,000 | 256.1M $ | |
| 4 | DraftKings Inc | 9,650,000 | 208.6M $ | |
| 5 | Wayfair Inc | 2,600,000 | 195.5M $ | |
| 6 | GXO Logistics Inc | 3,250,000 | 168.5M $ | |
| 7 | Core & Main Inc | 2,150,000 | 106.2M $ | |
| 8 | QXO Inc | 813,009 | 15.8M $ |