Spruce House Investment Management as of Sept. 30, 2021
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 14 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wayfair Cl A (W) | 31.8 | $1.2B | 4.8M | 255.51 | |
| Carvana Cl A (CVNA) | 29.3 | $1.1B | 3.8M | 301.54 | |
| Applovin Corp Com Cl A (APP) | 9.4 | $362M | 5.0M | 72.37 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 8.2 | $316M | 2.5M | 127.83 | |
| Zillow Group Cl C Cap Stk (Z) | 5.9 | $229M | 2.6M | 88.14 | |
| Cimpress Shs Euro (CMPR) | 5.3 | $205M | 2.4M | 86.83 | |
| Latch (LTCH) | 4.1 | $158M | 14M | 11.27 | |
| Global E Online SHS (GLBE) | 3.8 | $147M | 2.0M | 71.80 | |
| Sportradar Group Class A Ord Shs (SRAD) | 0.6 | $23M | 1.0M | 22.63 | |
| Spotify Technology S A SHS (SPOT) | 0.6 | $23M | 100k | 225.34 | |
| Ginkgo Bioworks Holdings Cl A Shs (DNA) | 0.5 | $17M | 1.5M | 11.59 | |
| Cazoo Group | 0.4 | $16M | 2.0M | 7.77 | |
| The Beachbody Company Com Cl A | 0.1 | $5.5M | 1.0M | 5.54 | |
| Squarespace Class A (SQSP) | 0.1 | $2.8M | 73k | 38.64 |
