Spruce House Investment Management as of March 31, 2024
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 11 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 31.6 | $440M | 5.0M | 87.91 | |
| Applovin Corp Com Cl A (APP) | 24.9 | $346M | 5.0M | 69.22 | |
| Cimpress Shs Euro (CMPR) | 13.1 | $182M | 2.1M | 88.51 | |
| Wayfair Cl A (W) | 12.9 | $179M | 2.6M | 67.88 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 11.4 | $159M | 1.3M | 122.28 | |
| Doordash Cl A (DASH) | 3.0 | $41M | 300k | 137.72 | |
| Core & Main Cl A (CNM) | 1.2 | $17M | 300k | 57.25 | |
| Beacon Roofing Supply (BECN) | 0.7 | $10M | 103k | 98.02 | |
| Group 1 Automotive (GPI) | 0.4 | $5.7M | 20k | 292.23 | |
| Lithia Motors (LAD) | 0.4 | $5.3M | 18k | 300.86 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 0.4 | $5.2M | 97k | 53.76 |
