Spruce Point Capital Management, LLC
Net buyer this quarter
$57.8M
7
+$2.65M
53.5%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $12.7M | 21.95% | Not reported | +13.3% | Q4 2025 |
 REMX | $7.5M | 12.96% | Not reported | -27.1% | Q4 2025 |
 QQQ | $6.05M | 10.45% | Not reported | +64.2% | Q4 2025 |
 ADM | $1.83M | 3.17% | 0.01% | -5.4% | Q1 2026 |
 TG | $1.15M | 1.98% | 0.41% | New | Q2 2026 |
 WCC | $933K | 1.61% | 0.01% | -20.6% | Q1 2026 |
 SWKS | $780K | 1.35% | 0.01% | New | Q2 2026 |
| Q1 2026 | |||||
| REMX | $10.2M | 11.24% | Not reported | +44.3% | Q4 2025 |
| SPY | $9.76M | 10.73% | Not reported | +17.2% | Q4 2025 |
| QQQ | $2.89M | 3.17% | Not reported | -64.3% | Q4 2025 |
| ADM | $1.84M | 2.03% | 0.01% | New | Q1 2026 |
| WCC | $931K | 1.02% | 0.01% | New | Q1 2026 |
| Q4 2025 | |||||
| SPY | $8.73M | 18.15% | Not reported | New | Q4 2025 |
| QQQ | $8.6M | 17.88% | Not reported | New | Q4 2025 |
| REMX | $5.95M | 12.37% | Not reported | New | Q4 2025 |