SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q2 2019 Filing

Filed August 14, 2019

Portfolio Value

$2.7B

Holdings

7

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (7 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	XPOXPO LOGISTICS INC	12,750,000	$737.1M	27.70%
2	WWAYFAIR INC	3,750,000	$547.5M	20.57%
3	CIGICOLLIERS INTL GROUP INC	5,985,242	$427.9M	16.08%
4	CVNACARVANA CO	5,600,000	$350.5M	13.17%
5	—GTT COMMUNICATIONS INC	12,375,000	$217.8M	8.18%
6	—CIMPRESS N V	2,358,903	$214.4M	8.06%
7	IBPINSTALLED BLDG PRODS INC	2,800,000	$165.8M	6.23%