Spruce House Investment Management as of Sept. 30, 2019
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 7 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 33.0 | $913M | 13M | 71.57 | |
| Wayfair (W) | 17.2 | $477M | 4.3M | 112.12 | |
| Colliers International Group sub vtg (CIGI) | 16.3 | $450M | 6.0M | 75.15 | |
| Carvana Co cl a (CVNA) | 13.4 | $370M | 5.6M | 66.00 | |
| Cimpress N V Shs Euro | 11.2 | $311M | 2.4M | 131.84 | |
| Gtt Communications | 4.8 | $131M | 14M | 9.42 | |
| Installed Bldg Prods (IBP) | 4.1 | $114M | 2.0M | 57.34 |
