Spruce House Investment Management LLC Portfolio Holdings

Spruce House Investment Management LLC

  • $2.69 Billion
  • Q2 2025

Spruce House Investment Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.69 Billion distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Carvana Co. with a value of $1.22B, App Lovin Corp with a value of $720M, Gxo Logistics, Inc. with a value of $175M, Colliers International Group Inc. with a value of $170M, and Wayfair Inc. with a value of $153M.

Examining the 13F form we can see an increase of $777M in the current position value, from $1.92B to 2.69B.

Spruce House Investment Management LLC is based out at New York, NY

Below you can find more details about Spruce House Investment Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.69 Billion
Consumer Cyclical: $1.38 Billion
Technology: $720 Million
Industrials: $323 Million
Real Estate: $170 Million
Communication Services: $96.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $2.69 Billion
  • Prior Value $1.92 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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