13F HOLDINGS REPORT
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001493152-24-019891
Total Value
$1.39B
Positions
11
Other Managers
1
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 5,000,000 | $439.6M | 31.61% |
| 2 | APPLOVIN CORP | APP | 5,000,000 | $346.1M | 24.89% |
| 3 | CIMPRESS PLC | CMPR | 2,058,904 | $182.2M | 13.10% |
| 4 | WAYFAIR INC | W | 2,637,000 | $179.0M | 12.87% |
| 5 | COLLIERS INTL GROUP INC | 194693107 | 1,301,132 | $159.1M | 11.44% |
| 6 | DOORDASH INC | DASH | 300,000 | $41.3M | 2.97% |
| 7 | CORE & MAIN INC | CNM | 300,000 | $17.2M | 1.23% |
| 8 | BEACON ROOFING SUPPLY INC | 073685109 | 103,000 | $10.1M | 0.73% |
| 9 | GROUP 1 AUTOMOTIVE INC | GPI | 19,500 | $5.7M | 0.41% |
| 10 | LITHIA MTRS INC | 536797103 | 17,500 | $5.3M | 0.38% |
| 11 | GXO LOGISTICS INCORPORATED | GXO | 97,000 | $5.2M | 0.37% |