SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$1.9T
Holdings
9
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 3,609,288 | $754.6B | 39.19% | |
| 2 | APPAPPLOVIN CORP | 2,057,024 | $545.0B | 28.30% | |
| 3 | GXOGXO LOGISTICS INCORPORATED | 4,253,997 | $166.2B | 8.63% | |
| 4 | CIGICOLLIERS INTL GROUP INC | 1,301,133 | $157.5B | 8.18% | |
| 5 | CNMCORE & MAIN INC | 2,450,000 | $118.4B | 6.15% | |
| 6 | CMPRCIMPRESS PLC | 2,058,904 | $93.1B | 4.84% | |
| 7 | WWAYFAIR INC | 2,180,385 | $69.8B | 3.63% | |
| 8 | QXOQXO INC | 813,009 | $11.0B | 0.57% | |
| 9 | DKNGDRAFTKINGS INC NEW | 300,000 | $10.0B | 0.52% |