Spruce House Investment Management as of June 30, 2019
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 7 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Xpo Logistics Inc equity (XPO) | 27.7 | $737M | 13M | 57.81 | |
Wayfair Cl A (W) | 20.6 | $548M | 3.8M | 146.00 | |
Colliers Intl Group Sub Vtg Shs (CIGI) | 16.1 | $428M | 6.0M | 71.50 | |
Carvana Cl A (CVNA) | 13.2 | $351M | 5.6M | 62.59 | |
Gtt Communications | 8.2 | $218M | 12M | 17.60 | |
Cimpress N V Shs Euro | 8.1 | $214M | 2.4M | 90.89 | |
Installed Bldg Prods (IBP) | 6.2 | $166M | 2.8M | 59.22 |