SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q2 2021 Filing
Filed August 13, 2021
Portfolio Value
$4.2T
Holdings
12
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WWAYFAIR INC | 4,800,000 | $1.5T | 36.17% | |
| 2 | CVNACARVANA CO | 3,963,463 | $1.2T | 28.55% | |
| 3 | CIGICOLLIERS INTL GROUP INC | 4,225,143 | $473.1B | 11.29% | |
| 4 | CMPRCIMPRESS PLC | 2,358,904 | $255.7B | 6.10% | |
| 5 | APPAPPLOVIN CORP | 2,800,000 | $210.5B | 5.02% | |
| 6 | ZZILLOW GROUP INC | 1,250,000 | $152.8B | 3.65% | |
| 7 | LTCHLATCH INC | 10,500,000 | $128.8B | 3.07% | |
| 8 | GLBEGLOBAL E ONLINE LTD | 2,047,005 | $116.8B | 2.79% | |
| 9 | XPOXPO LOGISTICS INC | 500,000 | $69.9B | 1.67% | |
| 10 | —GTT COMMUNICATIONS INC | 15,875,000 | $38.6B | 0.92% | |
| 11 | SPOTSPOTIFY TECHNOLOGY S A | 100,000 | $27.6B | 0.66% | |
| 12 | 8DTSQUARESPACE INC | 73,078 | $4.3B | 0.10% |