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SPRUCE HOUSE INVESTMENT MANAGEMENT LLC: APP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SPRUCE HOUSE INVESTMENT MANAGEMENT LLC on APP, newest first. How the timeline and the estimate are built.

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC held 1,790,000 APP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,790,000 shares
    Change vs previous 13F 0 shares

    27.13% of the 13F portfolio, value $922,261,700.

    13F-HR 0001543170-26-000013 filed by SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,790,000 shares
    Change vs previous 13F -9,729 shares

    25.44% of the 13F portfolio, value $712,420,000.

    13F-HR 0001543170-26-000006 filed by SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,799,729 shares
    Change vs previous 13F -257,295 shares

    35.17% of the 13F portfolio, value $1,212,693,395.

    13F-HR 0001543170-26-000004 filed by SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,057,024 shares
    Change vs previous 13F 0 shares

    38.18% of the 13F portfolio, value $1,478,054,025.

    13F-HR 0001543170-25-000013 filed by SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,057,024 shares
    Change vs previous 13F 0 shares

    26.57% of the 13F portfolio, value $720,122,962.

    13F-HR 0001543170-25-000008 filed by SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,057,024 shares
    Change vs previous 13F -1,050,000 shares

    28.3% of the 13F portfolio, value $545,049,649.

    13F-HR 0001543170-25-000003 filed by SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 3,107,024 shares
    Change vs previous 13F -492,976 shares

    36.98% of the 13F portfolio, value $1,006,147,582.

    13F-HR 0001493152-25-006880 filed by SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 3,600,000 shares
    Change vs previous 13F not available

    23.04% of the 13F portfolio, value $469,980,000.

    13F-HR 0001493152-24-045896 filed by SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).