SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$3.1T
Holdings
7
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO LOGISTICS INC | 11,850,000 | $944.4B | 30.83% | |
| 2 | WWAYFAIR INC | 7,000,000 | $632.6B | 20.65% | |
| 3 | CVNACARVANA CO | 5,600,000 | $515.5B | 16.83% | |
| 4 | CIGICOLLIERS INTL GROUP INC | 5,985,243 | $465.8B | 15.21% | |
| 5 | CMPRCIMPRESS PLC | 2,358,904 | $296.7B | 9.69% | |
| 6 | —GTT COMMUNICATIONS INC | 15,875,000 | $180.2B | 5.88% | |
| 7 | IBPINSTALLED BLDG PRODS INC | 402,500 | $27.7B | 0.91% |