Spruce House Investment Management as of Dec. 31, 2020
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 6 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Wayfair Cl A (W) | 33.2 | $1.1B | 4.8M | 225.81 | |
Carvana Cl A (CVNA) | 29.1 | $949M | 4.0M | 239.54 | |
Colliers Intl Group Sub Vtg Shs (CIGI) | 15.6 | $509M | 5.7M | 88.97 | |
Xpo Logistics Inc equity (XPO) | 14.1 | $462M | 3.9M | 119.20 | |
Cimpress Shs Euro (CMPR) | 6.3 | $207M | 2.4M | 87.74 | |
Gtt Communications | 1.7 | $57M | 16M | 3.57 |