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Keith Cozza

Spruce House Investment Management Llc

Assets Managed
$2.801B
Holdings
11
Last Quarter
2026 - Q1
Filed Date
7d ago
Growth Rate
-18.77%(2Q avg: -14.84%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Spruce House Investment Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Spruce House Investment Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.801B in assets, with a quarterly growth rate of -18.77% and a 2-quarter average growth rate of -14.84%. The portfolio is managed by Keith Cozza, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
CVNA
Carvana Co
Recent Activity
Increased 2.64%
26.21%
$734.077M
2.335M shares@ $314.38 avg price
APP
Applovin Corp-class A
Recent Activity
Decreased -0.54%
25.44%
$712.42M
1.79M shares@ $398.0 avg price
CIGI
Colliers Intl Gr-subord Vot
Recent Activity
Increased 92.99%
9.59%
$268.387M
2.511M shares@ $106.89 avg price
CPAY
Corpay Inc
Recent Activity
Increased 6.03%
9.15%
$256.071M
880,000 shares@ $290.99 avg price
DKNG
Draftkings Inc-cl A
Recent Activity
Increased 129.56%
7.45%
$208.633M
9.65M shares@ $21.62 avg price
W
Wayfair Inc- Class A
Recent Activity
Decreased -11.07%
6.99%
$195.546M
2.6M shares@ $75.21 avg price
GXO
Gxo Logistics Inc
Recent Activity
6.02%
$168.513M
3.25M shares@ $51.85 avg price
CNM
Core & Main Inc-class A
Recent Activity
3.8%
$106.21M
2.15M shares@ $49.4 avg price
CMPR
Cimpress Plc
Recent Activity
Decreased -16.56%
3.19%
$89.252M
1.223M shares@ $73.0 avg price
SRAD
Sportradar Group Ag-a
Recent Activity
New Position
1.65%
$46.035M
2.75M shares@ $16.74 avg price

1-10 of 11