SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$2.8T
Holdings
7
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO LOGISTICS INC | 12,750,000 | $912.5B | 33.01% | |
| 2 | WWAYFAIR INC | 4,250,000 | $476.5B | 17.24% | |
| 3 | CIGICOLLIERS INTL GROUP INC | 5,985,242 | $449.8B | 16.27% | |
| 4 | CVNACARVANA CO | 5,600,000 | $369.6B | 13.37% | |
| 5 | —CIMPRESS N V | 2,358,903 | $311.0B | 11.25% | |
| 6 | —GTT COMMUNICATIONS INC | 13,945,000 | $131.4B | 4.75% | |
| 7 | IBPINSTALLED BLDG PRODS INC | 1,981,000 | $113.6B | 4.11% |