SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$1.1T

Holdings

6

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (6 positions)

#StockSharesValue% PortfolioType
1
CVNACARVANA CO
10,000,000$419.8B37.32%
2
WWAYFAIR INC
3,650,000$221.1B19.65%
3
APPAPPLOVIN CORP
5,000,000$199.8B17.76%
4
CMPRCIMPRESS PLC
2,358,904$165.1B14.68%
5
CIGICOLLIERS INTL GROUP INC
1,000,000$95.3B8.47%
6
DASHDOORDASH INC
300,000$23.8B2.12%