13F HOLDINGS REPORT
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001493152-23-028528
Total Value
$875.0M
Positions
6
Other Managers
1
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 10,000,000 | $259.2M | 29.62% |
| 2 | WAYFAIR INC | W | 3,650,000 | $237.3M | 27.12% |
| 3 | CIMPRESS PLC | CMPR | 2,358,904 | $140.3M | 16.03% |
| 4 | APPLOVIN CORP | APP | 5,000,000 | $128.7M | 14.70% |
| 5 | COLLIERS INTL GROUP INC | 194693107 | 1,000,000 | $98.1M | 11.21% |
| 6 | DOORDASH INC | DASH | 150,000 | $11.5M | 1.31% |