SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$2.0T
Holdings
10
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 5,000,000 | $870.5B | 42.68% | |
| 2 | APPAPPLOVIN CORP | 3,600,000 | $470.0B | 23.04% | |
| 3 | CIGICOLLIERS INTL GROUP INC | 1,301,132 | $197.5B | 9.68% | |
| 4 | CMPRCIMPRESS PLC | 2,058,904 | $168.7B | 8.27% | |
| 5 | WWAYFAIR INC | 2,637,000 | $148.1B | 7.26% | |
| 6 | CNMCORE & MAIN INC | 1,500,000 | $66.6B | 3.26% | |
| 7 | GXOGXO LOGISTICS INCORPORATED | 900,000 | $46.9B | 2.30% | |
| 8 | DASHDOORDASH INC | 300,000 | $42.8B | 2.10% | |
| 9 | BECNUSDBEACON ROOFING SUPPLY INC | 203,000 | $17.5B | 0.86% | |
| 10 | GPIGROUP 1 AUTOMOTIVE INC | 29,500 | $11.3B | 0.55% |