13F HOLDINGS REPORT
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001493152-25-006880
Total Value
$2.72B
Positions
11
Other Managers
1
Confidential Omitted
No
Holdings (11)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | APPLOVIN CORP | APP | 3,107,024 | $1.01B | 36.98% |
| 2 | CARVANA CO | CVNA | 4,921,000 | $1.00B | 36.79% |
| 3 | COLLIERS INTL GROUP INC | 194693107 | 1,301,133 | $176.8M | 6.50% |
| 4 | CIMPRESS PLC | CMPR | 2,058,904 | $147.7M | 5.43% |
| 5 | WAYFAIR INC | W | 2,180,385 | $96.6M | 3.55% |
| 6 | GXO LOGISTICS INCORPORATED | GXO | 2,100,000 | $91.3M | 3.36% |
| 7 | CORE & MAIN INC | CNM | 1,500,000 | $76.4M | 2.81% |
| 8 | BEACON ROOFING SUPPLY INC | 073685109 | 500,000 | $50.8M | 1.87% |
| 9 | DOORDASH INC | DASH | 300,000 | $50.3M | 1.85% |
| 10 | GROUP 1 AUTOMOTIVE INC | GPI | 29,500 | $12.4M | 0.46% |
| 11 | DRAFTKINGS INC NEW | DKNG | 300,000 | $11.2M | 0.41% |