SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$2.7T
Holdings
11
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (11 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | APPAPPLOVIN CORP | 3,107,024 | $1.0T | 36.98% | |
| 2 | CVNACARVANA CO | 4,921,000 | $1.0T | 36.79% | |
| 3 | CIGICOLLIERS INTL GROUP INC | 1,301,133 | $176.8B | 6.50% | |
| 4 | CMPRCIMPRESS PLC | 2,058,904 | $147.7B | 5.43% | |
| 5 | WWAYFAIR INC | 2,180,385 | $96.6B | 3.55% | |
| 6 | GXOGXO LOGISTICS INCORPORATED | 2,100,000 | $91.3B | 3.36% | |
| 7 | CNMCORE & MAIN INC | 1,500,000 | $76.4B | 2.81% | |
| 8 | BECNUSDBEACON ROOFING SUPPLY INC | 500,000 | $50.8B | 1.87% | |
| 9 | DASHDOORDASH INC | 300,000 | $50.3B | 1.85% | |
| 10 | GPIGROUP 1 AUTOMOTIVE INC | 29,500 | $12.4B | 0.46% | |
| 11 | DKNGDRAFTKINGS INC NEW | 300,000 | $11.2B | 0.41% |