SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q3 2018 Filing

Filed November 14, 2018

Portfolio Value

$3.0T

Holdings

7

Report Date

Q3 2018

Filing Type

13F-HR

All Holdings (7 positions)

#StockSharesValue% PortfolioType
1
XPOXPO LOGISTICS INC
7,750,000$884.8B29.12%
2
WWAYFAIR INC
3,750,000$553.8B18.22%
3
CIGICOLLIERS INTL GROUP INC
5,985,242$463.9B15.27%
4
GTT COMMUNICATIONS INC
9,612,067$417.2B13.73%
5
CIMPRESS N V
2,358,903$322.3B10.60%
6
CVNACARVANA CO
4,870,000$287.8B9.47%
7
IBPINSTALLED BLDG PRODS INC
2,800,000$109.2B3.59%