13F HOLDINGS REPORT
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0001493152-24-032290
Total Value
$1.52B
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 5,000,000 | $643.6M | 42.38% |
| 2 | APPLOVIN CORP | APP | 3,600,000 | $299.6M | 19.73% |
| 3 | CIMPRESS PLC | CMPR | 2,058,904 | $180.4M | 11.88% |
| 4 | COLLIERS INTL GROUP INC | 194693107 | 1,301,132 | $145.3M | 9.57% |
| 5 | WAYFAIR INC | W | 2,637,000 | $139.0M | 9.16% |
| 6 | GXO LOGISTICS INCORPORATED | GXO | 900,000 | $45.5M | 2.99% |
| 7 | DOORDASH INC | DASH | 300,000 | $32.6M | 2.15% |
| 8 | CORE & MAIN INC | CNM | 300,000 | $14.7M | 0.97% |
| 9 | BEACON ROOFING SUPPLY INC | 073685109 | 103,000 | $9.3M | 0.61% |
| 10 | GROUP 1 AUTOMOTIVE INC | GPI | 29,500 | $8.8M | 0.58% |