13F HOLDINGS REPORT
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001493152-24-045896
Total Value
$2.04B
Positions
10
Other Managers
1
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CARVANA CO | CVNA | 5,000,000 | $870.5M | 42.68% |
| 2 | APPLOVIN CORP | APP | 3,600,000 | $470.0M | 23.04% |
| 3 | COLLIERS INTL GROUP INC | 194693107 | 1,301,132 | $197.5M | 9.68% |
| 4 | CIMPRESS PLC | CMPR | 2,058,904 | $168.7M | 8.27% |
| 5 | WAYFAIR INC | W | 2,637,000 | $148.1M | 7.26% |
| 6 | CORE & MAIN INC | CNM | 1,500,000 | $66.6M | 3.26% |
| 7 | GXO LOGISTICS INCORPORATED | GXO | 900,000 | $46.9M | 2.30% |
| 8 | DOORDASH INC | DASH | 300,000 | $42.8M | 2.10% |
| 9 | BEACON ROOFING SUPPLY INC | 073685109 | 203,000 | $17.5M | 0.86% |
| 10 | GROUP 1 AUTOMOTIVE INC | GPI | 29,500 | $11.3M | 0.55% |