Spruce House Investment Management LLC - Q12026 Holdings

Spruce House Investment Management LLC holds 11 stocks with a total portfolio value of $ 2.8B as of Q12026. In Q12026, Spruce House Investment Management LLC added 1 new position, increased stakes in 4 stocks, reduced 3 holdings, and fully exited 0 positions. The largest holding is Carvana Co (CVNA), representing 26.21% of the total portfolio.