Spruce House Investment Management as of Sept. 30, 2023
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 6 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 37.3 | $420M | 10M | 41.98 | |
| Wayfair Cl A (W) | 19.7 | $221M | 3.7M | 60.57 | |
| Applovin Corp Com Cl A (APP) | 17.8 | $200M | 5.0M | 39.96 | |
| Cimpress Shs Euro (CMPR) | 14.7 | $165M | 2.4M | 70.01 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 8.5 | $95M | 1.0M | 95.27 | |
| Doordash Cl A (DASH) | 2.1 | $24M | 300k | 79.47 |
