SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$2.1T
Holdings
8
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (8 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO LOGISTICS INC | 7,750,000 | $709.8B | 34.62% | |
| 2 | CIGICOLLIERS INTL GROUP INC | 5,985,242 | $361.2B | 17.62% | |
| 3 | —CIMPRESS N V | 2,358,903 | $282.8B | 13.79% | |
| 4 | IBPINSTALLED BLDG PRODS INC | 2,800,000 | $212.7B | 10.37% | |
| 5 | WWAYFAIR INC | 2,500,000 | $200.7B | 9.79% | |
| 6 | —GTT COMMUNICATIONS INC | 4,000,000 | $187.8B | 9.16% | |
| 7 | BLDRBUILDERS FIRSTSOURCE INC | 3,653,077 | $79.6B | 3.88% | |
| 8 | FRBKQREPUBLIC FIRST BANCORP INC | 1,869,159 | $15.8B | 0.77% |