SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q3 2020 Filing

Filed November 16, 2020

Portfolio Value

$18.5B

Holdings

7

Report Date

Q3 2020

Filing Type

13F-HR

All Holdings (7 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	SPYSPDR S&P 500 ETF TR	43,000,000	$14.4T	77956.90%	Put
2	WWAYFAIR INC	7,250,000	$2.1T	11421.68%
3	CVNACARVANA CO	4,322,222	$964.1B	5219.31%
4	CIGICOLLIERS INTL GROUP INC	5,725,143	$381.1B	2063.36%
5	XPOXPO LOGISTICS INC	4,223,100	$357.5B	1935.50%
6	CMPRCIMPRESS PLC	2,358,904	$177.3B	959.80%
7	—GTT COMMUNICATIONS INC	15,875,000	$81.9B	443.45%