SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
13F filer · CIK 1543170 · New York, NY
Summary
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC reported $3.40B across 11 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are APP (27.1%), CVNA (22.6%), CPAY (8.6%). Versus 2026 Q1, leaving options aside, it opened 0 new positions, added to 5, trimmed 0 and sold out of 0.
Reported value$3.40B
Positions11
Report period2026 Q2
FiledAug 14, 2026
New positions0
Added5
Trimmed0
Sold out0
Top 11 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 27.1%Value $922.26MPrice $305.66Shares 1.79MSince Jun 30 -40.68%
Weight 22.6%Value $768.45MPrice $60.47Shares 11.68M +400.00%Since Jun 30 -8.13%
Weight 8.6%Value $293.28MPrice $396.23Shares 880KSince Jun 30 +18.89%
Weight 7.9%Value $268.91MPrice $98.63Shares 2.91M +11.91%Since Jun 30 +6.72%
Weight 7.8%Value $266.18MPrice $44.77Shares 5.25M +61.54%Since Jun 30 -11.70%
Weight 7.6%Value $257.35MPrice $90.04Shares 2.75M +9.33%Since Jun 30 -3.95%
Weight 7.2%Value $243.76MPrice $21.16Shares 9.65MSince Jun 30 -16.23%
Weight 4.0%Value $137.05MPrice $12.48Shares 9.15M +232.91%Since Jun 30 -16.63%
Weight 3.7%Value $124.34MPrice $78.17Shares 1.22MSince Jun 30 -23.14%
Weight 3.1%Value $103.74MPrice $41.66Shares 2.15MSince Jun 30 -13.66%
Weight 0.4%Value $14.05MPrice $12.12Shares 813KSince Jun 30 -29.86%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 27.1% | $922.26M | -40.68% | — | Hold | |
| 22.6% | $768.45M | -8.13% | +400.00% | Add | |
| 8.6% | $293.28M | +18.89% | — | Hold | |
| 7.9% | $268.91M | +6.72% | +11.91% | Add | |
| 7.8% | $266.18M | -11.70% | +61.54% | Add | |
| 7.6% | $257.35M | -3.95% | +9.33% | Add | |
| 7.2% | $243.76M | -16.23% | — | Hold | |
| 4.0% | $137.05M | -16.63% | +232.91% | Add | |
| 3.7% | $124.34M | -23.14% | — | Hold | |
| 3.1% | $103.74M | -13.66% | — | Hold | |
| 0.4% | $14.05M | -29.86% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
No trimmed or sold positions this quarter.
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.