SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q2 2020 Filing

Filed August 14, 2020

Portfolio Value

$7.5B

Holdings

7

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (7 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF TR
14,657,500$4.5T60605.25%Put
2
WWAYFAIR INC
7,250,000$1.4T19210.53%
3
CVNACARVANA CO
4,322,222$519.5B6966.33%
4
XPOXPO LOGISTICS INC
4,500,000$347.6B4661.26%
5
CIGICOLLIERS INTL GROUP INC
5,725,143$328.5B4404.99%
6
CMPRCIMPRESS PLC
2,358,904$180.1B2414.66%
7
GTT COMMUNICATIONS INC
15,875,000$129.5B1736.99%