SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q1 2019 Filing

Filed May 15, 2019

Portfolio Value

$2.7T

Holdings

7

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (7 positions)

#StockSharesValue% PortfolioType
1
XPOXPO LOGISTICS INC
12,750,000$685.2B25.18%
2
WWAYFAIR INC
3,750,000$556.7B20.46%
3
GTT COMMUNICATIONS INC
12,375,000$429.4B15.78%
4
CIGICOLLIERS INTL GROUP INC
5,985,242$400.3B14.71%
5
CVNACARVANA CO
5,600,000$325.1B11.95%
6
CIMPRESS N V
2,358,903$189.0B6.95%
7
IBPINSTALLED BLDG PRODS INC
2,800,000$135.8B4.99%