SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q1 2020 Filing

Filed May 15, 2020

Portfolio Value

$1.6B

Holdings

6

Report Date

Q1 2020

Filing Type

13F-HR

All Holdings (6 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	XPOXPO LOGISTICS INC	8,868,456	$432.3M	27.30%
2	WWAYFAIR INC	7,250,000	$387.4M	24.46%
3	CIGICOLLIERS INTL GROUP INC	5,725,143	$274.1M	17.31%
4	CVNACARVANA CO	4,322,222	$238.1M	15.04%
5	—GTT COMMUNICATIONS INC	15,875,000	$126.2M	7.97%
6	CMPRCIMPRESS PLC	2,358,904	$125.5M	7.92%