Managers / Q4 2023 · view latest →
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
CIK 0001543170 · 435 HUDSON STREET, 8TH FLOOR, NEW YORK, NY, 10014 · 646-442-6727
Reported Value
$1.3B
Q4 2023
Positions
6
Filings on Record
31
2019–present window
Filed
Feb 14, 2024
original filing
Summary
Spruce House Investment Management Llc reported $1.3B in U.S.-listed holdings across 6 positions for Q4 2023.
The portfolio is heavily concentrated: CVNA alone accounts for 39.5% of reported value.
The book was largely unchanged from Q3 2023.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- Common Stock · 85.2% · $1.1B
- Other · 14.8% · $189M
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $2.8B | 11 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $3.4B | 10 | Feb 17, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $3.9B | 10 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $2.7B | 9 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.9B | 9 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $2.7B | 11 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $2.0B | 10 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.5B | 10 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.4B | 11 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.3B | 6 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $1.1B | 6 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $875M | 6 | Aug 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $511M | 5 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $377.1B | 5 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $555M | 7 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $693M | 8 | Aug 12, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $1.7B | 9 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $3.2B | 12 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $3.9B | 14 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $4.2B | 12 | Aug 13, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $3.5B | 8 | May 18, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $3.3B | 6 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $18.5B | 7 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $7.5B | 9 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $1.6B | 6 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $3.1B | 7 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $2.8B | 7 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $2.7B | 8 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $2.7B | 8 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $2.2B | 7 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- Spruce House Partnership LLC028-20285
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.