SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q4 2020 Filing

Filed February 16, 2021

Portfolio Value

$3.3T

Holdings

6

Report Date

Q4 2020

Filing Type

13F-HR

All Holdings (6 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	WWAYFAIR INC	4,800,000	$1.1T	33.17%
2	CVNACARVANA CO	3,963,463	$949.4B	29.05%
3	CIGICOLLIERS INTL GROUP INC	5,725,143	$509.3B	15.59%
4	XPOXPO LOGISTICS INC	3,873,100	$461.7B	14.13%
5	CMPRCIMPRESS PLC	2,358,904	$207.0B	6.33%
6	—GTT COMMUNICATIONS INC	15,875,000	$56.7B	1.73%