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Portfolio (Quarterly) Guide ↗

Spruce Point Capital Management, LLC

· CIK 0001731579
13F Portfolio $91M AUM 24 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 12 New 5 Added 6 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EUFN ISHARES TR 94,000.0 $3.3M 3.60% -13K -12.5% $34.85 +7.8%
2 QQQ INVESCO QQQ TR Financial Services 5,000.0 $2.9M 3.17% -9K -64.3% $577.18 +21.6%
3 EWA ISHARES INC 40,000.0 $1.1M 1.22% -52K -56.5% $27.76 +2.8%
4 IGM ISHARES TR 6,000.0 $711K 0.78% -9K -60.5% $118.51 +28.9%
5 IYT ISHARES TR 6,200.0 $463K 0.51% -2K -27.1% $74.60 +6.2%
6 URA GLOBAL X FDS 8,000.0 $387K 0.43% -25K -75.7% $48.43 -1.5%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 82.0%
Consumer Defensive 12.0%
Industrials 6.0%