Spruce House Investment Management as of Sept. 30, 2020
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 7 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY) | 78.0 | $14B | 43M | 334.89 | |
| Wayfair Cl A (W) | 11.4 | $2.1B | 7.3M | 291.01 | |
| Carvana Cl A (CVNA) | 5.2 | $964M | 4.3M | 223.06 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 2.1 | $381M | 5.7M | 66.57 | |
| Xpo Logistics Inc equity (XPO) | 1.9 | $358M | 4.2M | 84.66 | |
| Cimpress Shs Euro (CMPR) | 1.0 | $177M | 2.4M | 75.16 | |
| Gtt Communications | 0.4 | $82M | 16M | 5.16 |
