13-F holdings, Q2 2026
Spruce House Investment Management LLC
A 13-F is the report large US investment managers file with the SEC each quarter, listing the stocks they held at quarter end.
- Reported value
- $3.4B
- Positions
- 11
- Filed
- Data as of
These holdings are as of , 134 days ago.
13-Fs for Q3 2026 are due by .
See this manager's Holder IQ and how the book overlaps yours
Free to start, with no card. Holder IQ scores a manager's past record. It describes the past and is not a recommendation to buy or sell anything. Sign up and you can follow this manager: one notice for each new 13-F, naming what changed and which of those positions you hold or watch.
Top holdings
- APP$922.3M1,790,000 shares27.1% of the book
- CVNA$768.4M11,675,000 shares22.6% of the book
- CPAY$293.3M880,000 shares8.6% of the book
- W$268.9M2,909,700 shares7.9% of the book
- GXO$266.2M5,250,000 shares7.8% of the book
- CIGI$257.4M2,745,325 shares7.6% of the book
- DKNG$243.8M9,650,000 shares7.2% of the book
- SRAD$137.1M9,155,000 shares4% of the book
- CMPR$124.3M1,222,633 shares3.7% of the book
- CNM$103.7M2,150,000 shares3.1% of the book
What changed this quarter
0 new positions and 0 sold out, against Q1 2026. Added and trimmed positions use the change in split-adjusted shares at the Q2 2026 implied price; full exits use their Q1 2026 reported value, not sale proceeds.
Largest buys
- GXO
GXO LOGISTICS INCORPORATED
+$101.4M
+61.5% shares
Your stake and evidence for GXO
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares increased between Q1 2026 and Q2 2026.
Displayed change: +$101.4M. The current book reports 5,250,000 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
5,250,000 current shares − 3,250,000 prior shares on the same basis = +2,000,000 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 101400000 USD. Current reported shares: 5250000. Prior shares on current basis: 3250000.
- SRAD
SPORTRADAR GROUP AG
+$95.9M
+232.9% shares
Your stake and evidence for SRAD
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares increased between Q1 2026 and Q2 2026.
Displayed change: +$95.9M. The current book reports 9,155,000 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
9,155,000 current shares − 2,750,000 prior shares on the same basis = +6,405,000 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 95882850 USD. Current reported shares: 9155000. Prior shares on current basis: 2750000.
- W
WAYFAIR INC
+$28.6M
+11.9% shares
Your stake and evidence for W
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares increased between Q1 2026 and Q2 2026.
Displayed change: +$28.6M. The current book reports 2,909,700 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
2,909,700 current shares − 2,600,000 prior shares on the same basis = +309,700 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 28622474 USD. Current reported shares: 2909700. Prior shares on current basis: 2600000.
- CIGI
COLLIERS INTL GROUP INC
+$22M
+9.3% shares
Your stake and evidence for CIGI
What it means for you
This public view does not read your holdings or watchlist; open the member view to check your stake.
Use this to decide what to research, rather than as an instruction to copy a trade.
What happened
Reported shares increased between Q1 2026 and Q2 2026.
Displayed change: +$22M. The current book reports 2,745,325 shares.
Why it can matter
A change between quarter-end disclosures can prompt a question about the manager's exposure. It does not reveal the trade date, the execution price or why the position changed; a full exit is not proof of a bearish decision.
How we got this
For an added or trimmed position, subtract split-adjusted prior shares from current shares, then multiply by the current book's reported value per share; this is not the execution price.
2,745,325 current shares − 2,511,000 prior shares on the same basis = +234,325 shares.
Comparable books exclude identified CUSIP, share-basis and new-security events from trades. Exit-size bands describe prior book weight, not the manager's intent.
Where the data comes from
SEC 13F quarter-end holdings for Q1 2026 and Q2 2026; these delayed disclosures omit shorts and many other assets.
Current source filed .
Technical details
Reported dollar change: 21966060.422290623 USD. Current reported shares: 2745325. Prior shares on current basis: 2511000.
Largest sells
No sells reported against the prior quarter.
All of this comes from the filer's public SEC filings. A 13-F shows long positions in US-listed securities at quarter end and can leave out short positions, cash and non-US holdings, so it is not the whole portfolio. This is filing data, not investment advice.