13F HOLDINGS REPORT
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001493152-23-041209
Total Value
$1.12B
Positions
6
Other Managers
1
Confidential Omitted
No
Holdings (6)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 10,000,000 | $419.8M | 37.32% |
| 2 | WAYFAIR INC | W | 3,650,000 | $221.1M | 19.65% |
| 3 | APPLOVIN CORP | APP | 5,000,000 | $199.8M | 17.76% |
| 4 | CIMPRESS PLC | CMPR | 2,358,904 | $165.1M | 14.68% |
| 5 | COLLIERS INTL GROUP INC | 194693107 | 1,000,000 | $95.3M | 8.47% |
| 6 | DOORDASH INC | DASH | 300,000 | $23.8M | 2.12% |