13F HOLDINGS REPORT
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001493152-23-004940
Total Value
$377.1M
Positions
5
Other Managers
1
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WAYFAIR INC | W | 3,650,000 | $120.0M | 31.84% |
| 2 | COLLIERS INTL GROUP INC | 194693107 | 1,000,000 | $91.8M | 24.35% |
| 3 | CIMPRESS PLC | CMPR | 2,358,904 | $65.1M | 17.27% |
| 4 | APPLOVIN CORP | APP | 5,000,000 | $52.6M | 13.96% |
| 5 | CARVANA CO | CVNA | 10,000,000 | $47.4M | 12.57% |