SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$1518.8T
Holdings
10
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (10 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CVNACARVANA CO | 5,000,000 | $643.6T | 42.38% | |
| 2 | APPAPPLOVIN CORP | 3,600,000 | $299.6T | 19.73% | |
| 3 | CMPRCIMPRESS PLC | 2,058,904 | $180.4T | 11.88% | |
| 4 | CIGICOLLIERS INTL GROUP INC | 1,301,132 | $145.3T | 9.57% | |
| 5 | WWAYFAIR INC | 2,637,000 | $139.0T | 9.16% | |
| 6 | GXOGXO LOGISTICS INCORPORATED | 900,000 | $45.5T | 2.99% | |
| 7 | DASHDOORDASH INC | 300,000 | $32.6T | 2.15% | |
| 8 | CNMCORE & MAIN INC | 300,000 | $14.7T | 0.97% | |
| 9 | BECNUSDBEACON ROOFING SUPPLY INC | 103,000 | $9.3T | 0.61% | |
| 10 | GPIGROUP 1 AUTOMOTIVE INC | 29,500 | $8.8T | 0.58% |