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Hedge Funds Similar to SPRUCE HOUSE INVESTMENT

13F Portfolio OverlapQ1 2026SPRUCE HOUSE INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

SPRUCE HOUSE INVESTMENT MANAGEMENT LLC is an institutional investor managing $2.8B across 11 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SPRUCE HOUSE INVESTMENT are GOODNOW INVESTMENT GROUP,, BloombergSen, Orbis Allan Gray Ltd, with shared positions in $CVNA, $W, $CNM, $DKNG, $QXO, $CPAY. The full ranking of 4 similar funds is below.

#1GOODNOW INVESTMENT GROUP, LLCSmart money
Substantial overlap · 5 shared positions
$CVNA$W$CNM$DKNG$QXO
$913M
29 positions
#2BloombergSen Inc.Smart money
Notable overlap · 4 shared positions
$CPAY$CIGI$W$CVNA
$1.3B
30 positions
#3Orbis Allan Gray LtdActive
Notable overlap · 3 shared positions
$CPAY$GXO$QXO
$23.7B
91 positions
#4CYPRESS POINT INVESTMENT MANAGEMENT LPActive
Some overlap · 3 shared positions
$W$SRAD$DKNG
$424M
32 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.