Spruce House Investment Management

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