Spruce House Investment Management LLC - Q42025 Holdings

Spruce House Investment Management LLC holds 10 stocks with a total portfolio value of $ 3.45B as of Q42025. In Q42025, Spruce House Investment Management LLC added 0 new positions, increased stakes in 2 stocks, reduced 3 holdings, and fully exited 0 positions. The largest holding is Applovin Corp (APP), representing 35.17% of the total portfolio.