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
| CVNA, Carvana | Hold | 3,609,288 | $336.96 | $1.2B | — | — | |
| APP, AppLovin | Hold | 2,057,024 | $350.08 | $720M | — | — | |
| GXO, Gxo Logistics | Reduce −15.4% | 3,600,000 | $48.70 | $175M | −653,997 | +$9.1M | |
| CIGI, Colliers International Group | Hold | 1,301,133 | $130.93 | $170M | — | — | |
| W, Wayfair | Add +37.6% | 3,000,000 | $51.14 | $153M | +819,615 | +$84M | |
| CNM, Core & Main | Hold | 2,450,000 | $60.35 | $148M | — | — | |
| CMPR, Cimpress | Hold | 2,058,904 | $47.00 | $97M | — | — | |
| QXO, QXO Inc | Hold | 813,009 | $21.54 | $18M | — | — | |
| DKNG, Draftkings | Hold | 300,000 | $42.89 | $13M | — | — |
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