2026 Q1 Portfolio Activity
In 2026 Q1, SPRUCE HOUSE INVESTMENT MANAGEMENT LLC maintained a portfolio of 11 distinct positions. The most significant new addition was SPORTRADAR GROUP AG, now representing 1.64% of the total fund value. They heavily accumulated shares in COLLIERS INTL GROUP INC, increasing the position by 93.0%.
Position History
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Total Positions
11
Quarter
2026 Q1
Top Holding
CVNA (26.2%)
Top 10 Concentration
99.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CVNA
CARVANA CO
|
Consumer Cyclical | 26.21% | 27.84% |
#1
1
Prev: #2
|
6.5 |
—
|
60,000 | 2.6% |
P
S
|
2,335,000 | $734,077,300 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
APP
APPLOVIN CORP
|
Communication Services | 25.44% | 35.17% |
#2
1
Prev: #1
|
6.0 |
—
|
-9,729 | -0.5% |
P
S
|
1,790,000 | $712,420,000 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CIGI
COLLIERS INTL G...
|
Real Estate | 9.58% | 5.55% |
#3
2
Prev: #5
|
7.8 |
—
|
1,209,867 | 93.0% |
P
S
|
2,511,000 | $268,387,373 | 2015 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CPAY
CORPAY INC
|
Technology | 9.14% | 7.24% |
#4
Prev: #4
|
6.2 |
—
|
50,000 | 6.0% |
P
S
|
880,000 | $256,071,200 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DKNG
DRAFTKINGS INC ...
|
Consumer Cyclical | 7.45% | 4.20% |
#5
2
Prev: #7
|
6.5 |
—
|
5,446,166 | 129.6% |
P
S
|
9,650,000 | $208,633,000 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
W
WAYFAIR INC
|
Consumer Cyclical | 6.98% | 8.51% |
#6
3
Prev: #3
|
3.3 |
—
|
-323,845 | -11.1% |
P
S
|
2,600,000 | $195,546,000 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GXO
GXO LOGISTICS I...
|
Industrials | 6.02% | 4.96% |
#7
1
Prev: #6
|
3.4 |
—
|
no change | no change |
P
S
|
3,250,000 | $168,512,500 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CNM
CORE & MAIN INC
|
Industrials | 3.79% | 3.24% |
#8
Prev: #8
|
2.5 |
—
|
no change | no change |
P
S
|
2,150,000 | $106,210,000 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CMPR
CIMPRESS PLC
|
Industrials | 3.19% | 2.83% |
#9
Prev: #9
|
1.8 |
—
|
-242,733 | -16.6% |
P
S
|
1,222,633 | $89,252,209 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SRAD
SPORTRADAR GROU...
|
Technology | 1.64% | — |
#10
Prev: #—
|
4.2 |
—
|
2,750,000 | — |
NEW
|
2,750,000 | $46,035,000 | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
QXO
QXO INC
|
Industrials | 0.56% | 0.45% |
#11
1
Prev: #10
|
1.2 |
—
|
no change | no change |
P
S
|
813,009 | $15,788,635 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-11 of 11 holdings