Spruce House Investment Management as of March 31, 2019
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 7 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 25.2 | $685M | 13M | 53.74 | |
| Wayfair (W) | 20.5 | $557M | 3.8M | 148.45 | |
| Gtt Communications | 15.8 | $429M | 12M | 34.70 | |
| Colliers International Group sub vtg (CIGI) | 14.7 | $400M | 6.0M | 66.87 | |
| Carvana Co cl a (CVNA) | 11.9 | $325M | 5.6M | 58.06 | |
| Cimpress N V Shs Euro | 7.0 | $189M | 2.4M | 80.13 | |
| Installed Bldg Prods (IBP) | 5.0 | $136M | 2.8M | 48.50 |
