SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1.4T
Holdings
11
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 5,000,000 | $439.6B | 31.61% | |
| 2 | APPAPPLOVIN CORP | 5,000,000 | $346.1B | 24.89% | |
| 3 | CMPRCIMPRESS PLC | 2,058,904 | $182.2B | 13.10% | |
| 4 | WWAYFAIR INC | 2,637,000 | $179.0B | 12.87% | |
| 5 | CIGICOLLIERS INTL GROUP INC | 1,301,132 | $159.1B | 11.44% | |
| 6 | DASHDOORDASH INC | 300,000 | $41.3B | 2.97% | |
| 7 | CNMCORE & MAIN INC | 300,000 | $17.2B | 1.23% | |
| 8 | BECNUSDBEACON ROOFING SUPPLY INC | 103,000 | $10.1B | 0.73% | |
| 9 | GPIGROUP 1 AUTOMOTIVE INC | 19,500 | $5.7B | 0.41% | |
| 10 | LADLITHIA MTRS INC | 17,500 | $5.3B | 0.38% | |
| 11 | GXOGXO LOGISTICS INCORPORATED | 97,000 | $5.2B | 0.37% |