SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q1 2021 Filing

Filed May 18, 2021

Portfolio Value

$3.5B

Holdings

8

Report Date

Q1 2021

Filing Type

13F-HR

All Holdings (8 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	WWAYFAIR INC	4,800,000	$1.5B	43.33%
2	CVNACARVANA CO	3,963,463	$1.0B	29.83%
3	CIGICOLLIERS INTL GROUP INC	5,725,143	$562.8M	16.14%
4	CMPRCIMPRESS PLC	2,358,904	$236.2M	6.77%
5	XPOXPO LOGISTICS INC	500,000	$61.6M	1.77%
6	—GTT COMMUNICATIONS INC	15,875,000	$29.1M	0.83%
7	SPOTSPOTIFY TECHNOLOGY S A	100,000	$26.8M	0.77%
8	ZZILLOW GROUP INC	150,000	$19.4M	0.56%