SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q2 2018 Filing
Filed August 14, 2018
Portfolio Value
$2.7T
Holdings
7
Report Date
Q2 2018
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO LOGISTICS INC | 7,750,000 | $776.4B | 28.41% | |
| 2 | CIGICOLLIERS INTL GROUP INC | 5,985,242 | $455.8B | 16.68% | |
| 3 | WWAYFAIR INC | 3,750,000 | $445.4B | 16.29% | |
| 4 | —GTT COMMUNICATIONS INC | 7,835,637 | $352.6B | 12.90% | |
| 5 | —CIMPRESS N V | 2,358,903 | $341.9B | 12.51% | |
| 6 | CVNACARVANA CO | 4,870,000 | $202.6B | 7.41% | |
| 7 | IBPINSTALLED BLDG PRODS INC | 2,800,000 | $158.3B | 5.79% |