SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q1 2021 Filing
Filed May 18, 2021
Portfolio Value
$3.5T
Holdings
8
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WWAYFAIR INC | 4,800,000 | $1.5T | 43.33% | |
| 2 | CVNACARVANA CO | 3,963,463 | $1.0T | 29.83% | |
| 3 | CIGICOLLIERS INTL GROUP INC | 5,725,143 | $562.8B | 16.14% | |
| 4 | CMPRCIMPRESS PLC | 2,358,904 | $236.2B | 6.77% | |
| 5 | XPOXPO LOGISTICS INC | 500,000 | $61.6B | 1.77% | |
| 6 | —GTT COMMUNICATIONS INC | 15,875,000 | $29.1B | 0.83% | |
| 7 | SPOTSPOTIFY TECHNOLOGY S A | 100,000 | $26.8B | 0.77% | |
| 8 | ZZILLOW GROUP INC | 150,000 | $19.4B | 0.56% |