StockDriftsStockDriftsTop 11 Spruce House Investment Management Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | 26.21% | 2.33M | $734.1M | +2.64%(+60.00K) | $56.43(+19.02%) | 2026-03-31 | |
| APP | APPLOVIN CORP | 25.44% | 1.79M | $712.4M | -0.54%(-9.73K) | $59.05(+748.46%) | 2026-03-31 | |
| CIGI | COLLIERS INTL GROUP INC | 9.58% | 2.51M | $268.4M | +92.99%(+1.21M) | $91.58(+0.46%) | 2026-03-31 | |
| CPAY | CORPAY INC | 9.14% | 880.0K | $256.1M | +6.02%(+50.00K) | $302.04(+8.67%) | 2026-03-31 | |
| DKNG | DRAFTKINGS INC NEW | 7.45% | 9.65M | $208.6M | +129.55%(+5.45M) | $31.55(-20.75%) | 2026-03-31 | |
| W | WAYFAIR INC | 6.98% | 2.60M | $195.5M | -11.08%(-323.85K) | $66.58(-12.55%) | 2026-03-31 | |
| GXO | GXO LOGISTICS INCORPORATED | 6.02% | 3.25M | $168.5M | +0.00%(+0) | $45.54(+5.80%) | 2026-03-31 | |
| CNM | CORE & MAIN INC | 3.79% | 2.15M | $106.2M | +0.00%(+0) | $48.07(-2.71%) | 2026-03-31 | |
| CMPR | CIMPRESS PLC | 3.19% | 1.22M | $89.3M | -16.56%(-242.73K) | $71.66(+31.46%) | 2026-03-31 | |
| SRAD | SPORTRADAR GROUP AG | 1.64% | 2.75M | $46.0M | new | $20.26(-38.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +114.35% | +884.78% |
| Top 20 Holdings Unweighted | +81.32% | +496.11% |
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