Spruce House Investment Management

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