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SPRUCE HOUSE INVESTMENT MANAGEMENT LLC - Portfolio Stock Holdings

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC disclosed 11 stock positions in a recent SEC 13F filing. $2,213,684,794 of stock holdings were filed, with the largest holdings including APP, CIGI, and CPAY. This filing represented positions held on March 31, 2026, and was filed on May 15, 2026.

We estimate the fund has a total AUM of $5,235,479,309 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

March 31, 2026

No. of Stocks:

11

Est. Stock Holding Value:

$2,213,684,794

Top Stock Holdings By Sector

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Portfolio Stock Holdings - SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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