Investor Details
| Filer Name: | SPRUCE HOUSE INVESTMENT MANAGEMENT LLC |
|---|---|
| CIK: | 1543170 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 11 |
| Portfolio Value: | $2.72B |
Spruce House Investment Management Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| APP | US | APPLOVIN CORP-CLASS A | 3,107,024 | $1,006M | 36.98% | -13.7% | - |
| CVNA | US | CARVANA CO | 4,921,000 | $1,001M | 36.79% | -1.6% | - |
| CIGI | US | COLLIERS INTL GR-SUBORD VOT | 1,301,133 | $177M | 6.50% | 0.0% | - |
| CMPR | US | CIMPRESS PLC | 2,058,904 | $148M | 5.43% | - | - |
| W | US | WAYFAIR INC- CLASS A | 2,180,385 | $97M | 3.55% | -17.3% | - |
| GXO | US | GXO LOGISTICS INC | 2,100,000 | $91M | 3.36% | 133.3% | - |
| CNM | US | CORE & MAIN INC-CLASS A | 1,500,000 | $76M | 2.81% | - | - |
| BECN | US | BEACON ROOFING SUPPLY INC | 500,000 | $51M | 1.87% | 146.3% | - |
| DASH | US | DOORDASH INC - A | 300,000 | $50M | 1.85% | - | - |
| GPI | US | GROUP 1 AUTOMOTIVE INC | 29,500 | $12M | 0.46% | - | - |
| DKNG | US | DRAFTKINGS INC-CL A | 300,000 | $11M | 0.41% | 100.0% | - |