13F Filings History of SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$3,448,349,253
Signature - Title
Keith Cozza - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by SPRUCE HOUSE INVESTMENT MANAGEMENT LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. SPRUCE HOUSE INVESTMENT MANAGEMENT LLC reported 10 stock holdings with total value $3,448,349,253 as of Q4 2025. Top holdings included APP, CVNA, W, CPAY, and CIGI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 10 $3,448,349,253 +$256,402,770 -$775,990,434 -$519,587,664 APP, CVNA, W, CPAY, CIGI 13F-HR 17 Feb 2026, 16:39
Q3 2025 10 $3,870,807,636 +$122,425,500 -$41,463,426 +$80,962,074 APP, CVNA, W, CIGI, GXO 13F-HR 14 Nov 2025, 16:36
Q2 2025 9 $2,710,411,628 +$41,915,111 -$31,849,654 +$10,065,457 CVNA, APP, GXO, CIGI, W 13F-HR 14 Aug 2025, 17:05
Q1 2025 9 $1,925,699,928 +$141,080,845 -$666,019,905 -$524,939,060 CVNA, APP, GXO, CIGI, CNM 13F-HR 15 May 2025, 16:28
Q4 2024 11 $2,720,448,779 +$93,529,396 -$195,943,035 -$102,413,639 APP, CVNA, CIGI, CMPR, W 13F-HR 14 Feb 2025, 16:18
Q3 2024 10 $2,039,923,643 +$61,923,000 $0 +$61,923,000 CVNA, APP, CIGI, CMPR, W 13F-HR 14 Nov 2024, 16:15
Q2 2024 10 $1,518,797,368 +$43,524,300 -$121,773,050 -$78,248,750 CVNA, APP, CMPR, CIGI, W 13F-HR 14 Aug 2024, 16:37
Q1 2024 11 $1,390,747,781 +$80,271,017 -$490,031,340 -$409,760,323 CVNA, APP, CMPR, W, CIGI 13F-HR 15 May 2024, 16:22
Q4 2023 6 $1,272,044,225 $0 -$26,999,400 -$26,999,400 CVNA, W, APP, CMPR, CIGI 13F-HR 14 Feb 2024, 16:15
Q3 2023 6 $1,124,936,275 +$11,920,500 $0 +$11,920,500 CVNA, W, APP, CMPR, CIGI 13F-HR 14 Nov 2023, 16:44
Q2 2023 6 $875,031,426 +$11,463,000 $0 +$11,463,000 CVNA, W, CMPR, APP, CIGI 13F-HR 14 Aug 2023, 16:30
Q1 2023 5 $510,884,956 $0 $0 $0 W, CIGI, CMPR, CVNA, APP 13F-HR 15 May 2023, 16:16
Q4 2022 5 $377,055,082 +$34,545,865 -$85,578,000 -$51,032,135 W, CIGI, CMPR, APP, CVNA 13F-HR 14 Feb 2023, 16:31
Q3 2022 7 $554,655,000 +$8,120,000 -$2,317,000 +$5,803,000 CVNA, W, CIGI, APP, CMPR 13F-HR 14 Nov 2022, 16:41
Q2 2022 8 $692,722,000 +$33,867,000 -$92,394,900 -$58,527,900 W, CVNA, APP, CIGI, CMPR 13F-HR 12 Aug 2022, 16:30
Q1 2022 9 $1,729,182,000 +$197,910,066 -$477,619,584 -$279,709,518 CVNA, W, APP, CMPR, CIGI 13F-HR 16 May 2022, 16:25
Q4 2021 12 $3,188,694,000 +$118,375,000 -$254,522,000 -$136,147,000 W, CVNA, APP, CIGI, CMPR 13F-HR 14 Feb 2022, 16:35
Q3 2021 14 $3,860,673,000 +$373,203,000 -$358,019,708 +$15,183,292 W, CVNA, APP, CIGI, Z 13F-HR 15 Nov 2021, 16:59
Q2 2021 1 $0 $0 $0 $0 New Holdings 28 Sep 2021, 20:41
Q2 2021 13 $4,151,290,000 +$594,938,000 -$167,968,043 +$426,969,957 W, CVNA, CIGI, CMPR, APP 13F-HR 13 Aug 2021, 16:11
Q1 2021 8 $3,486,713,000 +$46,241,000 -$415,903,230 -$369,662,230 W, CVNA, CIGI, CMPR, XPO 13F-HR 18 May 2021, 17:09
Q4 2020 6 $3,267,955,000 $0 -$680,891,681 -$680,891,681 W, CVNA, CIGI, XPO, CMPR 13F-HR 16 Feb 2021, 16:14
Q3 2020 6 $4,071,822,000 $0 -$23,442,377 -$23,442,377 W, CVNA, CIGI, XPO, CMPR 13F-HR 16 Nov 2020, 17:06
Q2 2020 6 $2,937,961,000 $0 -$337,463,226 -$337,463,226 W, CVNA, XPO, CIGI, CMPR 13F-HR 14 Aug 2020, 16:43
Q1 2020 6 $1,583,672,000 +$13,360,000 -$255,914,880 -$242,554,880 XPO, W, CIGI, CVNA, GTTNQ 13F-HR 15 May 2020, 16:44
Q4 2019 7 $3,062,921,000 +$567,102,047 -$491,438,609 +$75,663,438 XPO, W, CVNA, CIGI, CMPR 13F-HR 14 Feb 2020, 16:21
Q3 2019 7 $2,764,342,000 +$70,849,411 -$46,961,650 +$23,887,761 XPO, W, CIGI, CVNA, CMPR 13F-HR 14 Nov 2019, 16:59
Q2 2019 7 $2,661,047,000 $0 $0 $0 XPO, W, CIGI, CVNA, GTTNQ 13F-HR 14 Aug 2019, 09:13
Q1 2019 7 $2,721,498,000 +$56,988,560 $0 +$56,988,560 XPO, W, GTTNQ, CIGI, CVNA 13F-HR 15 May 2019, 14:36
Q4 2018 7 $2,171,595,000 +$336,279,795 $0 +$336,279,795 XPO, W, CIGI, GTTNQ, CMPR 13F-HR 14 Feb 2019, 13:56
Q3 2018 7 $3,038,880,000 +$77,097,116 $0 +$77,097,116 XPO, W, CIGI, GTTNQ, CMPR 13F-HR 14 Nov 2018, 11:14
Q2 2018 7 $2,733,060,000 +$393,118,146 -$72,477,000 +$320,641,146 XPO, CIGI, W, GTTNQ, CMPR 13F-HR 14 Aug 2018, 15:56
Q1 2018 8 $2,279,185,000 +$74,016,000 -$15,794,000 +$58,222,000 XPO, CIGI, CMPR, W, GTTNQ 13F-HR 11 May 2018, 16:11
Q4 2017 8 $2,050,366,000 +$99,206,336 -$2,654,000 +$96,552,336 XPO, CIGI, CMPR, IBP, W 13F-HR 14 Feb 2018, 10:22
Q3 2017 9 $1,548,046,000 +$59,723,000 $0 +$59,723,000 XPO, CIGI, CMPR, IBP, W 13F-HR 13 Nov 2017, 17:14
Q2 2017 8 $1,478,086,000 +$76,580,504 -$60,377,000 +$16,203,504 XPO, CIGI, CMPR, W, IBP 13F-HR 14 Aug 2017, 15:31
Q1 2017 9 $1,164,207,000 +$106,790,588 -$87,729,955 +$19,060,633 XPO, CIGI, CMPR, IBP, W 13F-HR 12 May 2017, 10:37
Q4 2016 8 $995,039,000 +$99,370,605 $0 +$99,370,605 XPO, CIGI, CMPR, FSV, IBP 13F-HR 13 Feb 2017, 18:07
Q3 2016 7 $878,949,000 +$32,972,214 $0 +$32,972,214 XPO, CMPR, CIGI, FSV, IBP 13F-HR 14 Nov 2016, 10:46
Q2 2016 7 $717,601,000 +$4,461,840 -$6,677,000 -$2,215,160 XPO, CMPR, CIGI, FSV, IBP 13F-HR 08 Aug 2016, 16:42
Q1 2016 8 $735,966,000 +$87,124,689 -$14,082,579 +$73,042,110 XPO, CMPR, CIGI, FSV, IBP 13F-HR 13 May 2016, 10:22
Q4 2015 8 $636,687,000 +$45,446,000 -$5,241,000 +$40,205,000 CMPR, XPO, CIGI, FSV, IBP 13F-HR 16 Feb 2016, 11:10
Q3 2015 8 $539,547,000 +$140,206,896 -$61,241,077 +$78,965,819 CMPR, XPO, CIGI, FSV, IBP 13F-HR 13 Nov 2015, 13:30
Q2 2015 9 $506,955,000 +$197,943,000 -$166,524,000 +$31,419,000 CMPR, XPO, CIGI, FSV, IBP 13F-HR 14 Aug 2015, 11:02
Q1 2015 8 $476,825,000 +$29,122,587 -$10,556,000 +$18,566,587 FSRV, CMPR, XPO, IBP, WRLD 13F-HR 15 May 2015, 11:10
Q4 2014 9 $400,810,000 $0 $0 $0 CMPR, FSRV, XPO, WRLD, IBP 13F-HR 12 Feb 2015, 12:44