Spruce House Investment Management LLC Ben Tsai
New York, NY 20 processed 13Fs on this site, 2021 Q3 to 2026 Q2
- $3.4B
- 11 holdings
- 2026 Q2
- +21.3% QoQ
- Top 5 74.0%
AUM over time
Book
| APP, AppLovin | Reduce −13.7% | 3,107,024 | $323.83 | $1B | −492,976 | +$536M | |
| CVNA, Carvana | Reduce −1.6% | 4,921,000 | $203.36 | $1B | −79,000 | +$130M | |
| CIGI, Colliers International Group | Add 0.0% | 1,301,133 | $135.92 | $177M | +1 | −$21M | |
| CMPR, Cimpress | Hold | 2,058,904 | $71.72 | $148M | — | — | |
| W, Wayfair | Reduce −17.3% | 2,180,385 | $44.32 | $97M | −456,615 | −$52M | |
| GXO, Gxo Logistics | Add +133.3% | 2,100,000 | $43.50 | $91M | +1,200,000 | +$44M | |
| CNM, Core & Main | Hold | 1,500,000 | $50.91 | $76M | — | — | |
| Beacon Roofing Supply | Add +146.3% | 500,000 | $101.58 | $51M | +297,000 | +$33M | |
| DASH, DoorDash | Hold | 300,000 | $167.75 | $50M | — | — | |
| GPI, Group 1 Automotive | Hold | 29,500 | $421.48 | $12M | — | — | |
| DKNG, Draftkings | New | 300,000 | $37.20 | $11M | +300,000 | +$11M |
Filings history
20 periods, with AUM normalized
| Period | Holds | AUM | QoQ | Form | Filed | Filing ID |
|---|---|---|---|---|---|---|
| 2026 Q2 | 11 | $3.4B | +21.3% | 13F-HR | 8/14/2026 | 000154317026000013 |
| 2026 Q1 | 11 | $2.8B | −18.8% | 13F-HR | 5/15/2026 | 000154317026000006 |
| 2025 Q4 | 10 | $3.4B | −10.9% | 13F-HR | 2/17/2026 | 000154317026000004 |
| 2025 Q3 | 10 | $3.9B | +42.8% | 13F-HR | 11/14/2025 | 000154317025000013 |
| 2025 Q2 | 9 | $2.7B | +40.7% | 13F-HR | 8/14/2025 | 000154317025000008 |
| 2025 Q1 | 9 | $1.9B | −29.2% | 13F-HR | 5/15/2025 | 000154317025000003 |
| 2024 Q4 | 11 | $2.7B | +33.3% | 13F-HR | 2/14/2025 | 000149315225006880 |
| 2024 Q3 | 10 | $2B | +34.3% | 13F-HR | 11/14/2024 | 000149315224045896 |
| 2024 Q2 | 10 | $1.5B | +9.2% | 13F-HR | 8/14/2024 | 000149315224032290 |
| 2024 Q1 | 11 | $1.4B | +9.4% | 13F-HR | 5/15/2024 | 000149315224019891 |
| 2023 Q4 | 6 | $1.3B | +13.1% | 13F-HR | 2/14/2024 | 000149315224006670 |
| 2023 Q3 | 6 | $1.1B | +28.6% | 13F-HR | 11/14/2023 | 000149315223041209 |
| 2023 Q2 | 6 | $875M | +71.2% | 13F-HR | 8/14/2023 | 000149315223028528 |
| 2023 Q1 | 5 | $511M | +35.5% | 13F-HR | 5/15/2023 | 000149315223017384 |
| 2022 Q4 | 5 | $377M | −32.1% | 13F-HR | 2/14/2023 | 000149315223004940 |
| 2022 Q3 | 7 | $555M | −19.9% | 13F-HR | 11/14/2022 | 000149315222032149 |
| 2022 Q2 | 8 | $693M | −59.9% | 13F-HR | 8/12/2022 | 000149315222022382 |
| 2022 Q1 | 9 | $1.7B | −45.8% | 13F-HR | 5/16/2022 | 000149315222013842 |
| 2021 Q4 | 12 | $3.2B | −17.4% | 13F-HR | 2/14/2022 | 000149315222004474 |
| 2021 Q3 | 14 | $3.9B | — | 13F-HR | 11/15/2021 | 000149315221028709 |
About
Spruce House Investment Management LLC
20 processed 13Fs on this site, 2021 Q3 to 2026 Q2