Spruce House Investment Management as of Sept. 30, 2017
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 9 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 33.9 | $525M | 7.8M | 67.78 | |
| Colliers International Group sub vtg (CIGI) | 19.2 | $297M | 6.0M | 49.63 | |
| Cimpress N V Shs Euro | 14.9 | $230M | 2.4M | 97.66 | |
| Installed Bldg Prods (IBP) | 11.7 | $181M | 2.8M | 64.80 | |
| Wayfair (W) | 10.9 | $169M | 2.5M | 67.40 | |
| Builders FirstSource (BLDR) | 4.2 | $66M | 3.7M | 17.99 | |
| Gtt Communications | 3.9 | $60M | 1.9M | 31.65 | |
| Republic First Ban (FRBK) | 1.1 | $17M | 1.9M | 9.25 | |
| Spark Networks | 0.2 | $2.7M | 2.2M | 1.22 |
