SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q1 2019 Filing

Filed May 15, 2019

Portfolio Value

$2.7B

Holdings

7

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (7 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	XPOXPO LOGISTICS INC	12,750,000	$685.2M	25.18%
2	WWAYFAIR INC	3,750,000	$556.7M	20.46%
3	—GTT COMMUNICATIONS INC	12,375,000	$429.4M	15.78%
4	CIGICOLLIERS INTL GROUP INC	5,985,242	$400.3M	14.71%
5	CVNACARVANA CO	5,600,000	$325.1M	11.95%
6	—CIMPRESS N V	2,358,903	$189.0M	6.95%
7	IBPINSTALLED BLDG PRODS INC	2,800,000	$135.8M	4.99%