SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q4 2023 Filing

Filed February 14, 2024

Portfolio Value

$1.3T

Holdings

6

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (6 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	CVNACARVANA CO	9,490,000	$502.4M	0.04%
2	WWAYFAIR INC	3,650,000	$225.2M	0.02%
3	APPAPPLOVIN CORP	5,000,000	$199.3M	0.02%
4	CMPRCIMPRESS PLC	2,358,904	$188.8M	0.01%
5	CIGICOLLIERS INTL GROUP INC	1,000,000	$126.7M	0.01%
6	DASHDOORDASH INC	300,000	$29.7M	0.00%