Spruce House Investment Management as of March 31, 2018
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 8 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 34.6 | $789M | 7.8M | 101.81 | |
| Colliers International Group sub vtg (CIGI) | 18.2 | $415M | 6.0M | 69.33 | |
| Cimpress N V Shs Euro | 16.0 | $365M | 2.4M | 154.70 | |
| Wayfair (W) | 10.4 | $236M | 3.5M | 67.53 | |
| Gtt Communications | 9.9 | $227M | 4.0M | 56.70 | |
| Installed Bldg Prods (IBP) | 7.4 | $168M | 2.8M | 60.05 | |
| Builders FirstSource (BLDR) | 3.2 | $73M | 3.7M | 19.84 | |
| Carvana Co cl a (CVNA) | 0.3 | $6.5M | 283k | 22.93 |
