SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q1 2018 Filing
Filed May 11, 2018
Portfolio Value
$2.3T
Holdings
8
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO LOGISTICS INC | 7,750,000 | $789.0B | 34.62% | |
| 2 | CIGICOLLIERS INTL GROUP INC | 5,985,242 | $415.0B | 18.21% | |
| 3 | —CIMPRESS N V | 2,358,903 | $364.9B | 16.01% | |
| 4 | WWAYFAIR INC | 3,500,000 | $236.4B | 10.37% | |
| 5 | —GTT COMMUNICATIONS INC | 4,000,000 | $226.8B | 9.95% | |
| 6 | IBPINSTALLED BLDG PRODS INC | 2,800,000 | $168.1B | 7.38% | |
| 7 | BLDRBUILDERS FIRSTSOURCE INC | 3,653,077 | $72.5B | 3.18% | |
| 8 | CVNACARVANA CO | 282,877 | $6.5B | 0.28% |