SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q2 2021 Filing

Filed August 13, 2021

Portfolio Value

$4.2T

Holdings

12

Report Date

Q2 2021

Filing Type

13F-HR

All Holdings (12 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	WWAYFAIR INC	4,800,000	$1.5T	36.17%
2	CVNACARVANA CO	3,963,463	$1.2T	28.55%
3	CIGICOLLIERS INTL GROUP INC	4,225,143	$473.1B	11.29%
4	CMPRCIMPRESS PLC	2,358,904	$255.7B	6.10%
5	APPAPPLOVIN CORP	2,800,000	$210.5B	5.02%
6	ZZILLOW GROUP INC	1,250,000	$152.8B	3.65%
7	LTCHLATCH INC	10,500,000	$128.8B	3.07%
8	GLBEGLOBAL E ONLINE LTD	2,047,005	$116.8B	2.79%
9	XPOXPO LOGISTICS INC	500,000	$69.9B	1.67%
10	—GTT COMMUNICATIONS INC	15,875,000	$38.6B	0.92%
11	SPOTSPOTIFY TECHNOLOGY S A	100,000	$27.6B	0.66%
12	8DTSQUARESPACE INC	73,078	$4.3B	0.10%