Spruce House Investment Management as of March 31, 2021
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 8 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wayfair Cl A (W) | 43.3 | $1.5B | 4.8M | 314.75 | |
| Carvana Cl A (CVNA) | 29.8 | $1.0B | 4.0M | 262.40 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 16.1 | $563M | 5.7M | 98.30 | |
| Cimpress Shs Euro (CMPR) | 6.8 | $236M | 2.4M | 100.13 | |
| Xpo Logistics Inc equity (XPO) | 1.8 | $62M | 500k | 123.30 | |
| Gtt Communications | 0.8 | $29M | 16M | 1.83 | |
| Spotify Technology S A SHS (SPOT) | 0.8 | $27M | 100k | 267.95 | |
| Zillow Group Cl C Cap Stk (Z) | 0.6 | $19M | 150k | 129.64 |
