SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$2.2T
Holdings
7
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (7 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | XPOXPO LOGISTICS INC | 12,750,000 | $727.3B | 33.49% | |
| 2 | WWAYFAIR INC | 3,750,000 | $337.8B | 15.56% | |
| 3 | CIGICOLLIERS INTL GROUP INC | 5,985,242 | $330.4B | 15.22% | |
| 4 | —GTT COMMUNICATIONS INC | 10,900,000 | $257.9B | 11.88% | |
| 5 | —CIMPRESS N V | 2,358,903 | $244.0B | 11.23% | |
| 6 | CVNACARVANA CO | 5,500,000 | $179.9B | 8.28% | |
| 7 | IBPINSTALLED BLDG PRODS INC | 2,800,000 | $94.3B | 4.34% |