Spruce House Investment Management LLC Portfolio Holdings by Sector
Spruce House Investment Management LLC
- $2.69 Billion
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
CVNA W 2 stocks |
$1.37 Million
50.87% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
APP 1 stocks |
$720,122
26.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
GXO 1 stocks |
$175,320
6.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CIGI 1 stocks |
$169,849
6.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
CNM 1 stocks |
$147,857
5.49% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
CMPR 1 stocks |
$96,768
3.59% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$12,867
0.48% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|