Spruce House Investment Management as of June 30, 2021
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 12 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wayfair Cl A (W) | 36.2 | $1.5B | 4.8M | 315.71 | |
| Carvana Cl A (CVNA) | 28.6 | $1.2B | 4.0M | 301.82 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 11.3 | $473M | 4.2M | 111.98 | |
| Cimpress Shs Euro (CMPR) | 6.1 | $256M | 2.4M | 108.41 | |
| Applovin Corp Com Cl A (APP) | 5.0 | $211M | 2.8M | 75.17 | |
| Zillow Group Cl C Cap Stk (Z) | 3.6 | $153M | 1.3M | 122.22 | |
| Latch (LTCH) | 3.1 | $129M | 11M | 12.27 | |
| Global E Online SHS (GLBE) | 2.8 | $117M | 2.0M | 57.08 | |
| Xpo Logistics Inc equity (XPO) | 1.7 | $70M | 500k | 139.89 | |
| Gtt Communications | 0.9 | $39M | 16M | 2.43 | |
| Spotify Technology S A SHS (SPOT) | 0.7 | $28M | 100k | 275.59 | |
| Squarespace Class A (SQSP) | 0.1 | $4.3M | 73k | 59.42 |
