SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$1.6T

Holdings

6

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (6 positions)

#StockSharesValue% PortfolioType
1
XPOXPO LOGISTICS INC
8,868,456$432.3B27.30%
2
WWAYFAIR INC
7,250,000$387.4B24.46%
3
CIGICOLLIERS INTL GROUP INC
5,725,143$274.1B17.31%
4
CVNACARVANA CO
4,322,222$238.1B15.04%
5
—GTT COMMUNICATIONS INC
15,875,000$126.2B7.97%
6
CMPRCIMPRESS PLC
2,358,904$125.5B7.92%