13F HOLDINGS REPORT
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001493152-23-017384
Total Value
$510.9M
Positions
5
Other Managers
1
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | WAYFAIR INC | W | 3,650,000 | $125.3M | 24.53% |
| 2 | COLLIERS INTL GROUP INC | 194693107 | 1,000,000 | $105.5M | 20.66% |
| 3 | CIMPRESS PLC | CMPR | 2,358,904 | $103.4M | 20.23% |
| 4 | CARVANA CO | CVNA | 10,000,000 | $97.9M | 19.16% |
| 5 | APPLOVIN CORP | APP | 5,000,000 | $78.8M | 15.41% |