SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$2.7T
Holdings
7
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO LOGISTICS INC | 12,750,000 | $737.1B | 27.70% | |
| 2 | WWAYFAIR INC | 3,750,000 | $547.5B | 20.57% | |
| 3 | CIGICOLLIERS INTL GROUP INC | 5,985,242 | $427.9B | 16.08% | |
| 4 | CVNACARVANA CO | 5,600,000 | $350.5B | 13.17% | |
| 5 | —GTT COMMUNICATIONS INC | 12,375,000 | $217.8B | 8.18% | |
| 6 | —CIMPRESS N V | 2,358,903 | $214.4B | 8.06% | |
| 7 | IBPINSTALLED BLDG PRODS INC | 2,800,000 | $165.8B | 6.23% |