SPRUCE HOUSE INVESTMENT MANAGEMENT LLC quarter change: USA Stocks, Unchanged
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SPRUCE HOUSE INVESTMENT MANAGEMENT LLC opened 0 positions, added to 5, reduced 0, sold out of 0 and left 6 unchanged. The largest increase in value was APP (+$209,841,700); the largest decrease was CIGI (-$11,035,512).
- APP: Country of operation United States; Class COM CL A; Shares 2026-03-31 1,790,000; Shares 2026-06-30 1,790,000.
- CPAY: Country of operation United States; Class COM SHS; Shares 2026-03-31 880,000; Shares 2026-06-30 880,000.
- DKNG: Country of operation United States; Class COM CL A; Shares 2026-03-31 9,650,000; Shares 2026-06-30 9,650,000.
- CMPR: Country of operation —; Class SHS EURO; Shares 2026-03-31 1,222,633; Shares 2026-06-30 1,222,633.
Two Form 13F-HR filings compared (SEC CIK 1543170): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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