Spruce House Investment Management as of Dec. 31, 2019
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 7 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Xpo Logistics Inc equity (XPO) | 30.8 | $944M | 12M | 79.70 | |
| Wayfair (W) | 20.6 | $633M | 7.0M | 90.37 | |
| Carvana Co cl a (CVNA) | 16.8 | $516M | 5.6M | 92.05 | |
| Colliers International Group sub vtg (CIGI) | 15.2 | $466M | 6.0M | 77.83 | |
| Cimpress Plc Com Eur0.01 (CMPR) | 9.7 | $297M | 2.4M | 125.77 | |
| Gtt Communications | 5.9 | $180M | 16M | 11.35 | |
| Installed Bldg Prods (IBP) | 0.9 | $28M | 403k | 68.87 |
