Manager
Ben Tsai
SEC filing name: SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
All 13F filings
AUM over time
13F holdings value ($ millions)
showing latest · scroll left for older quarters
- CARVANA CO - CVNA 26.2%
- APPLOVIN CORP - APP 25.4%
- COLLIERS INTL GROUP INC - CIGI 9.6%
- CORPAY INC 9.1%
- DRAFTKINGS INC NEW - DKNG 7.5%
- WAYFAIR INC 7.0%
- GXO LOGISTICS INCORPORATED 6.0%
- CORE & MAIN INC 3.8%
- CIMPRESS PLC 3.2%
- SPORTRADAR GROUP AG 1.6%
- QXO INC 0.6%
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/15/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Reduce | APP · Applovin Corp. | -9,729 | -9.73 pp |
| Add | CVNA · Carvana Co. | +60,000 | -1.63 pp |
| Reduce | Wayfair Inc. | -323,845 | -1.53 pp |
| Add | CIGI · Colliers Intl Group Inc. | +1,209,867 | +4.04 pp |
| Add | DKNG · Draftkings Inc. New | +5,446,166 | +3.25 pp |
| New | Sportradar Group AG | +2,750,000 | +1.64 pp |
| Reduce | Cimpress PLC | -242,733 | +0.36 pp |
| Add | Corpay Inc. | +50,000 | +1.90 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000154317026000006 | Q1 2026 | 11 | 2,800,933,217 | 13F-HR | 5/15/2026 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000154317026000004 | Q4 2025 | 10 | 3,448,349,253 | 13F-HR | 2/17/2026 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000154317025000013 | Q3 2025 | 10 | 3,870,807,636 | 13F-HR | 11/14/2025 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000154317025000008 | Q2 2025 | 9 | 2,710,411,628 | 13F-HR | 8/14/2025 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000154317025000003 | Q1 2025 | 9 | 1,925,699,928 | 13F-HR | 5/15/2025 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000149315225006880 | Q4 2024 | 11 | 2,720,448,779 | 13F-HR | 2/14/2025 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000149315224045896 | Q3 2024 | 10 | 2,039,923,643 | 13F-HR | 11/14/2024 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000149315224032290 | Q2 2024 | 10 | 1,518,797,368 | 13F-HR | 8/14/2024 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000149315224019891 | Q1 2024 | 11 | 1,390,747,781 | 13F-HR | 5/15/2024 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000149315224006670 | Q4 2023 | 6 | 1,272,044,225 | 13F-HR | 2/14/2024 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000149315223041209 | Q3 2023 | 6 | 1,124,936,275 | 13F-HR | 11/14/2023 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000149315223028528 | Q2 2023 | 6 | 875,031,426 | 13F-HR | 8/14/2023 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000149315223017384 | Q1 2023 | 5 | 510,884,956 | 13F-HR | 5/15/2023 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000149315223004940 | Q4 2022 | 5 | 377,055,082 | 13F-HR | 2/14/2023 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000149315222032149 | Q3 2022 | 7 | 554,655 | 13F-HR | 11/14/2022 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000149315222022382 | Q2 2022 | 8 | 692,722 | 13F-HR | 8/12/2022 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000149315222013842 | Q1 2022 | 9 | 1,729,182 | 13F-HR | 5/16/2022 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000149315222004474 | Q4 2021 | 12 | 3,188,694 | 13F-HR | 2/14/2022 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
| 000149315221028709 | Q3 2021 | 14 | 3,860,673 | 13F-HR | 11/15/2021 | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |