SPRUCE HOUSE INVESTMENT MANAGEMENT LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $3.4B in reported equity holdings across 11 positions. The largest holdings are APP (27.1%), CVNA (22.6%), CPAY (8.6%), W (7.9%), GXO.MX (7.8%). The portfolio is concentrated in Other (69.8%), Communication Services (27.1%), Industrials (3.0%). Data sourced from SEC EDGAR 13F filings (CIK 1543170).