SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$1.7T
Holdings
9
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (9 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 5,000,000 | $596.5B | 34.49% | |
| 2 | WWAYFAIR INC | 3,500,000 | $387.7B | 22.42% | |
| 3 | APPAPPLOVIN CORP | 5,641,647 | $310.7B | 17.97% | |
| 4 | CMPRCIMPRESS PLC | 2,358,904 | $150.0B | 8.67% | |
| 5 | CIGICOLLIERS INTL GROUP INC | 1,000,000 | $130.3B | 7.53% | |
| 6 | GLBEGLOBAL E ONLINE LTD | 2,047,005 | $69.1B | 4.00% | |
| 7 | SRADSPORTRADAR GROUP AG | 2,500,000 | $41.6B | 2.41% | |
| 8 | LTCHLATCH INC | 5,689,492 | $24.3B | 1.40% | |
| 9 | —CAZOO GROUP LTD | 6,877,547 | $19.0B | 1.10% |