Spruce Street Capital LP - Portfolio Stock Holdings

Spruce Street Capital LP disclosed 33 stock positions in a recent SEC 13F filing. $417,688,307 of stock holdings were filed, with the largest holdings including RLMD, KNSA, and LBRX. This filing represented positions held on March 31, 2026, and was filed on May 14, 2026.

We estimate the fund has a total AUM of $555,900,000 and has 4 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.