SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$1.1B

Holdings

6

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (6 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	CVNACARVANA CO	10,000,000	$419.8M	37.32%
2	WWAYFAIR INC	3,650,000	$221.1M	19.65%
3	APPAPPLOVIN CORP	5,000,000	$199.8M	17.76%
4	CMPRCIMPRESS PLC	2,358,904	$165.1M	14.68%
5	CIGICOLLIERS INTL GROUP INC	1,000,000	$95.3M	8.47%
6	DASHDOORDASH INC	300,000	$23.8M	2.12%