SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q4 2020 Filing

Filed February 16, 2021

Portfolio Value

$3.3T

Holdings

6

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (6 positions)

#StockSharesValue% PortfolioType
1
WWAYFAIR INC
4,800,000$1.1T33.17%
2
CVNACARVANA CO
3,963,463$949.4B29.05%
3
CIGICOLLIERS INTL GROUP INC
5,725,143$509.3B15.59%
4
XPOXPO LOGISTICS INC
3,873,100$461.7B14.13%
5
CMPRCIMPRESS PLC
2,358,904$207.0B6.33%
6
—GTT COMMUNICATIONS INC
15,875,000$56.7B1.73%