Spruce House Investment Management

Latest statistics and disclosures from Spruce House Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CVNA, APP, CIGI, CMPR, W, and represent 90.92% of Spruce House Investment Management's stock portfolio.
  • Added to shares of these 2 stocks: CNM (+$53M), BECN (+$8.6M).
  • Spruce House Investment Management was a net buyer of stock by $62M.
  • Spruce House Investment Management has $2.0B in assets under management (AUM), dropping by 34.31%.
  • Central Index Key (CIK): 0001543170

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Portfolio Holdings for Spruce House Investment Management

Spruce House Investment Management holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Carvana Cl A (CVNA) 42.7 $871M 5.0M 174.11
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Applovin Corp Com Cl A (APP) 23.0 $470M 3.6M 130.55
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Colliers Intl Group Sub Vtg Shs (CIGI) 9.7 $198M 1.3M 151.76
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Cimpress Shs Euro (CMPR) 8.3 $169M 2.1M 81.92
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Wayfair Cl A (W) 7.3 $148M 2.6M 56.18
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Core & Main Cl A (CNM) 3.3 $67M +400% 1.5M 44.40
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Gxo Logistics Incorporated Common Stock (GXO) 2.3 $47M 900k 52.07
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Doordash Cl A (DASH) 2.1 $43M 300k 142.73
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Beacon Roofing Supply (BECN) 0.9 $18M +97% 203k 86.43
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Group 1 Automotive (GPI) 0.6 $11M 30k 383.04
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Past Filings by Spruce House Investment Management

SEC 13F filings are viewable for Spruce House Investment Management going back to 2014

View all past filings