2026 Q2 Portfolio Activity
In 2026 Q2, SPRUCE HOUSE INVESTMENT MANAGEMENT LLC maintained a portfolio of 11 distinct positions. They heavily accumulated shares in SPORTRADAR GROUP AG, increasing the position by 232.9%.
Position History
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Total Positions
11
Quarter
2026 Q2
Top Holding
APP (27.1%)
Top 10 Concentration
99.6%
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 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
APP
APPLOVIN CORP
|
Communication Services | 27.13% | 25.44% |
#1
1
Prev: #2
|
7.0 |
—
|
no change | no change |
P
S
|
1,790,000 | $922,261,700 | 2021 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 22.61% | 26.21% |
#2
1
Prev: #1
|
8.5 |
—
|
9,340,000 | 400.0% |
P
S
|
11,675,000 | $768,448,500 | 2018 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CPAY
CORPAY INC
|
Technology | 8.63% | 9.14% |
#3
1
Prev: #4
|
5.5 |
—
|
no change | no change |
P
S
|
880,000 | $293,277,600 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
W
WAYFAIR INC
|
Consumer Cyclical | 7.91% | 6.98% |
#4
2
Prev: #6
|
5.7 |
—
|
309,700 | 11.9% |
P
S
|
2,909,700 | $268,914,474 | 2017 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GXO
GXO LOGISTICS I...
|
Industrials | 7.83% | 6.02% |
#5
2
Prev: #7
|
6.6 |
—
|
2,000,000 | 61.5% |
P
S
|
5,250,000 | $266,175,000 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CIGI
COLLIERS INTL G...
|
Real Estate | 7.57% | 9.58% |
#6
3
Prev: #3
|
5.0 |
—
|
234,325 | 9.3% |
P
S
|
2,745,325 | $257,351,861 | 2015 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DKNG
DRAFTKINGS INC ...
|
Consumer Cyclical | 7.17% | 7.45% |
#7
2
Prev: #5
|
3.9 |
—
|
no change | no change |
P
S
|
9,650,000 | $243,759,000 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SRAD
SPORTRADAR GROU...
|
Technology | 4.03% | 1.64% |
#8
2
Prev: #10
|
4.6 |
—
|
6,405,000 | 232.9% |
P
S
|
9,155,000 | $137,050,350 | 2021 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CMPR
CIMPRESS PLC
|
Industrials | 3.66% | 3.19% |
#9
Prev: #9
|
2.5 |
—
|
no change | no change |
P
S
|
1,222,633 | $124,341,776 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CNM
CORE & MAIN INC
|
Industrials | 3.05% | 3.79% |
#10
2
Prev: #8
|
2.2 |
—
|
no change | no change |
P
S
|
2,150,000 | $103,737,500 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
QXO
QXO INC
|
Industrials | 0.41% | 0.56% |
#11
Prev: #11
|
1.2 |
—
|
no change | no change |
P
S
|
813,009 | $14,048,796 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-11 of 11 holdings