Spruce House Investment Management as of Dec. 31, 2018
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 7 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 33.5 | $727M | 13M | 57.04 | |
| Wayfair (W) | 15.6 | $338M | 3.8M | 90.08 | |
| Colliers International Group sub vtg (CIGI) | 15.2 | $330M | 6.0M | 55.21 | |
| Gtt Communications | 11.9 | $258M | 11M | 23.66 | |
| Cimpress N V Shs Euro | 11.2 | $244M | 2.4M | 103.42 | |
| Carvana Co cl a (CVNA) | 8.3 | $180M | 5.5M | 32.71 | |
| Installed Bldg Prods (IBP) | 4.3 | $94M | 2.8M | 33.69 |
