Spruce House Investment Management as of Sept. 30, 2018
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 7 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 29.1 | $885M | 7.8M | 114.17 | |
| Wayfair (W) | 18.2 | $554M | 3.8M | 147.67 | |
| Colliers International Group sub vtg (CIGI) | 15.3 | $464M | 6.0M | 77.51 | |
| Gtt Communications | 13.7 | $417M | 9.6M | 43.40 | |
| Cimpress N V Shs Euro | 10.6 | $322M | 2.4M | 136.61 | |
| Carvana Co cl a (CVNA) | 9.5 | $288M | 4.9M | 59.09 | |
| Installed Bldg Prods (IBP) | 3.6 | $109M | 2.8M | 39.00 |
