SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| COLLIERS INTL GROUP INC(CIGI) | 1,301,133 | 2,511,000 | +1,209,867 | 191,263,896 | 268,387,373 | 9.58% | +77,123,477 |
| DRAFTKINGS INC NEW(DKNG) | 4,203,834 | 9,650,000 | +5,446,166 | 144,864,120 | 208,633,000 | 7.45% | +63,768,880 |
| SPORTRADAR GROUP AG(SRAD) | 0 | 2,750,000 | +2,750,000 | 0 | 46,035,000 | 1.64% | +46,035,000 |
| CORPAY INC(CPAY) | 830,000 | 880,000 | +50,000 | 249,771,900 | 256,071,200 | 9.14% | +6,299,300 |
| QXO INC(QXO) | 813,009 | 813,009 | 0 | 15,682,944 | 15,788,635 | 0.56% | +105,691 |
| GXO LOGISTICS INCORPORATED(GXO) | 3,250,000 | 3,250,000 | 0 | 171,080,000 | 168,512,500 | 6.02% | -2,567,500 |
| CORE & MAIN INC(CNM) | 2,150,000 | 2,150,000 | 0 | 111,735,500 | 106,210,000 | 3.79% | -5,525,500 |
| CIMPRESS PLC(CMPR) | 1,465,366 | 1,222,633 | -242,733 | 97,578,722 | 89,252,209 | 3.19% | -8,326,513 |
| WAYFAIR INC(W) | 2,923,845 | 2,600,000 | -323,845 | 293,583,276 | 195,546,000 | 6.98% | -98,037,276 |
| CARVANA CO(CVNA) | 2,275,000 | 2,335,000 | +60,000 | 960,095,500 | 734,077,300 | 26.21% | -226,018,200 |
| APPLOVIN CORP(APP) | 1,799,729 | 1,790,000 | -9,729 | 1,212,693,395 | 712,420,000 | 25.44% | -500,273,395 |