Arkolith/Funds/Spruce House Investment Management LLC

Spruce House Investment Management LLC

CIK 1543170Hedge fund
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Spruce House Investment Management LLC holds a concentrated book of 11 stocks worth $2.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Sportradar Group AG-A and trimmed Applovin Corp-Class A. Their largest long position is Carvana Co at 26% of the equity book.

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Use Arkolith to show SPRUCE HOUSE INVESTMENT MANAGEMENT LLC's latest
holdings, largest changes, and filing provenance.
Opened
1
new positions
Added to
4
existing
Trimmed
3
reduced
Sold out
0
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
78%
Top 10 holdings
99%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

100% mapped to company sectors

Consumer Discretionary
41%
Information Technology
27%
Industrials
20%
Real Estate
10%
Communication Services
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

11 positions
#SecurityValueShares% PortLast moveHistory
1Carvana Co
CL A
$734.1M2.33M
26.2%
▲+2.6%
Added · +60K sh
2Applovin Corp
COM CL A
$712.4M1.79M
25.4%
▼−0.5%
Reduced · −10K sh
3Colliers Intl Group Inc
SUB VTG SHS
$268.4M2.51M
9.6%
▲+93%
Added · +1.2M sh
4Corpay Inc
COM SHS
$256.1M880.0K
9.1%
▲+6.0%
Added · +50K sh
5Draftkings Inc New
COM CL A
$208.6M9.65M
7.4%
▲+130%
Added · +5.4M sh
6Wayfair Inc
CL A
$195.5M2.60M
7.0%
▼−11%
Reduced · −324K sh
7Gxo Logistics Incorporated
COMMON STOCK
$168.5M3.25M
6.0%
—Held
8Core & Main Inc
CL A
$106.2M2.15M
3.8%
—Held
9Cimpress PLC
SHS EURO
$89.3M1.22M
3.2%
▼−17%
Reduced · −243K sh
10Sportradar Group AG
CLASS A ORD SHS
$46.0M2.75M
1.6%
▲New
New position
11Qxo Inc
COM NEW
$15.8M813.0K
0.6%
—Held
Showing all 11 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202611$2.8B13F-HR
Q4 2025Dec 31, 2025Feb 17, 202610$3.4B13F-HR
Q3 2025Sep 30, 2025Nov 14, 202510$3.9B13F-HR
Q2 2025Jun 30, 2025Aug 14, 20259$2.7B13F-HR
Q1 2025Mar 31, 2025May 15, 20259$1.9B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202511$2.7B13F-HR
Q3 2024Sep 30, 2024Nov 14, 202410$2.0B13F-HR
Q2 2024Jun 30, 2024Aug 14, 202410$1.5B13F-HR
Q1 2024Mar 31, 2024May 15, 202411$1.4B13F-HR
Q4 2023Dec 31, 2023Feb 14, 20246$1.3B13F-HR
Q3 2023Sep 30, 2023Nov 14, 20236$1.1B13F-HR
Q2 2023Jun 30, 2023Aug 14, 20236$875.0M13F-HR
Q1 2023Mar 31, 2023May 15, 20235$510.9M13F-HR
Q4 2022Dec 31, 2022Feb 14, 20235$377.1M13F-HR
Q3 2022Sep 30, 2022Nov 14, 20227$554.7M13F-HR
Q2 2022Jun 30, 2022Aug 12, 20228$692.7M13F-HR
Q1 2022Mar 31, 2022May 16, 20229$1.7B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202212$3.2B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202114$3.9B13F-HR
Q2 2021Jun 30, 2021Sep 29, 202113$4.2B13F-HR/A
Q1 2021Mar 31, 2021May 18, 20218$3.5B13F-HR
Q4 2020Dec 31, 2020Feb 16, 20216$3.3B13F-HR
Q3 2020Sep 30, 2020Nov 16, 20207$18.5B13F-HR
Amended / restated
  • Q2 2021 · filed Aug 13, 202113F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.