SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$2.7T

Holdings

11

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (11 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	APPAPPLOVIN CORP	3,107,024	$1.0T	36.98%
2	CVNACARVANA CO	4,921,000	$1.0T	36.79%
3	CIGICOLLIERS INTL GROUP INC	1,301,133	$176.8B	6.50%
4	CMPRCIMPRESS PLC	2,058,904	$147.7B	5.43%
5	WWAYFAIR INC	2,180,385	$96.6B	3.55%
6	GXOGXO LOGISTICS INCORPORATED	2,100,000	$91.3B	3.36%
7	CNMCORE & MAIN INC	1,500,000	$76.4B	2.81%
8	BECNUSDBEACON ROOFING SUPPLY INC	500,000	$50.8B	1.87%
9	DASHDOORDASH INC	300,000	$50.3B	1.85%
10	GPIGROUP 1 AUTOMOTIVE INC	29,500	$12.4B	0.46%
11	DKNGDRAFTKINGS INC NEW	300,000	$11.2B	0.41%