SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$3.2T
Holdings
12
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (12 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WWAYFAIR INC | 4,800,000 | $911.9B | 28.60% | |
| 2 | CVNACARVANA CO | 3,750,000 | $869.2B | 27.26% | |
| 3 | APPAPPLOVIN CORP | 5,000,000 | $471.3B | 14.78% | |
| 4 | CIGICOLLIERS INTL GROUP INC | 2,475,143 | $368.8B | 11.57% | |
| 5 | CMPRCIMPRESS PLC | 2,358,904 | $168.9B | 5.30% | |
| 6 | GLBEGLOBAL E ONLINE LTD | 2,047,005 | $129.8B | 4.07% | |
| 7 | LTCHLATCH INC | 14,000,000 | $106.0B | 3.32% | |
| 8 | DASHDOORDASH INC | 500,000 | $74.5B | 2.33% | |
| 9 | SRADSPORTRADAR GROUP AG | 3,500,000 | $61.5B | 1.93% | |
| 10 | DNAGINKGO BIOWORKS HOLDINGS INC | 1,500,000 | $12.5B | 0.39% | |
| 11 | —CAZOO GROUP LTD | 2,000,000 | $12.1B | 0.38% | |
| 12 | —THE BEACHBODY COMPANY INC | 1,000,000 | $2.4B | 0.07% |