Spruce House Investment Management as of March 31, 2020
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 6 positions in its portfolio as reported in the March 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Xpo Logistics Inc equity (XPO) | 27.3 | $432M | 8.9M | 48.75 | |
Wayfair (W) | 24.5 | $387M | 7.3M | 53.44 | |
Colliers International Group sub vtg (CIGI) | 17.3 | $274M | 5.7M | 47.87 | |
Carvana Co cl a (CVNA) | 15.0 | $238M | 4.3M | 55.09 | |
Gtt Communications | 8.0 | $126M | 16M | 7.95 | |
Cimpress Plc Com Eur0.01 (CMPR) | 7.9 | $126M | 2.4M | 53.20 |