SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$3.1B

Holdings

7

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (7 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	XPOXPO LOGISTICS INC	11,850,000	$944.4M	30.83%
2	WWAYFAIR INC	7,000,000	$632.6M	20.65%
3	CVNACARVANA CO	5,600,000	$515.5M	16.83%
4	CIGICOLLIERS INTL GROUP INC	5,985,243	$465.8M	15.21%
5	CMPRCIMPRESS PLC	2,358,904	$296.7M	9.69%
6	—GTT COMMUNICATIONS INC	15,875,000	$180.2M	5.88%
7	IBPINSTALLED BLDG PRODS INC	402,500	$27.7M	0.91%