SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2.0B

Holdings

10

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (10 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	CVNACARVANA CO	5,000,000	$870.5M	42.68%
2	APPAPPLOVIN CORP	3,600,000	$470.0M	23.04%
3	CIGICOLLIERS INTL GROUP INC	1,301,132	$197.5M	9.68%
4	CMPRCIMPRESS PLC	2,058,904	$168.7M	8.27%
5	WWAYFAIR INC	2,637,000	$148.1M	7.26%
6	CNMCORE & MAIN INC	1,500,000	$66.6M	3.26%
7	GXOGXO LOGISTICS INCORPORATED	900,000	$46.9M	2.30%
8	DASHDOORDASH INC	300,000	$42.8M	2.10%
9	BECNUSDBEACON ROOFING SUPPLY INC	203,000	$17.5M	0.86%
10	GPIGROUP 1 AUTOMOTIVE INC	29,500	$11.3M	0.55%