Spruce House Investment Management LLC Portfolio Holdings by Sector
Spruce House Investment Management LLC
- $1.92 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
CVNA W 2 stocks |
$824,466
43.05% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
APP 1 stocks |
$545,049
28.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
GXO 1 stocks |
$166,246
8.68% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CIGI 1 stocks |
$157,827
8.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
CNM 1 stocks |
$118,359
6.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
CMPR 1 stocks |
$93,124
4.86% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$9,963
0.52% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|