SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$554.7M

Holdings

7

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (7 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	CVNACARVANA CO	6,550,000	$133.0M	23.97%
2	WWAYFAIR INC	3,500,000	$113.9M	20.54%
3	CIGICOLLIERS INTL GROUP INC	1,000,000	$91.5M	16.50%
4	APPAPPLOVIN CORP	3,740,801	$72.9M	13.14%
5	CMPRCIMPRESS PLC	2,358,904	$57.7M	10.41%
6	GLBEGLOBAL E ONLINE LTD	2,047,005	$54.8M	9.88%
7	SRADSPORTRADAR GROUP AG	3,500,000	$30.8M	5.55%