SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q1 2017 Filing

Filed May 12, 2017

Portfolio Value

$1.2T

Holdings

9

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (9 positions)

#StockSharesValue% PortfolioType
1
XPOXPO LOGISTICS INC
7,750,000$371.1B31.88%
2
CIGICOLLIERS INTL GROUP INC
5,985,242$282.7B24.28%
3
CIMPRESS N V
2,200,000$189.6B16.29%
4
IBPINSTALLED BLDG PRODS INC
2,082,386$109.8B9.44%
5
WWAYFAIR INC
2,500,000$101.2B8.69%
6
FSVFIRSTSERVICE CORP NEW
1,000,000$60.4B5.19%
7
BLDRBUILDERS FIRSTSOURCE INC
2,115,100$31.5B2.71%
8
FRBKQREPUBLIC FIRST BANCORP INC
1,869,159$15.5B1.33%
9
SPARK NETWORKS INC
2,175,000$2.2B0.19%