SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q3 2019 Filing

Filed November 14, 2019

Portfolio Value

$2.8T

Holdings

7

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (7 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	XPOXPO LOGISTICS INC	12,750,000	$912.5B	33.01%
2	WWAYFAIR INC	4,250,000	$476.5B	17.24%
3	CIGICOLLIERS INTL GROUP INC	5,985,242	$449.8B	16.27%
4	CVNACARVANA CO	5,600,000	$369.6B	13.37%
5	—CIMPRESS N V	2,358,903	$311.0B	11.25%
6	—GTT COMMUNICATIONS INC	13,945,000	$131.4B	4.75%
7	IBPINSTALLED BLDG PRODS INC	1,981,000	$113.6B	4.11%