Spruce House Investment Management as of June 30, 2024
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 10 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 42.4 | $644M | 5.0M | 128.72 | |
| Applovin Corp Com Cl A (APP) | 19.7 | $300M | 3.6M | 83.22 | |
| Cimpress Shs Euro (CMPR) | 11.9 | $180M | 2.1M | 87.61 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 9.6 | $145M | 1.3M | 111.69 | |
| Wayfair Cl A (W) | 9.2 | $139M | 2.6M | 52.73 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 3.0 | $46M | 900k | 50.50 | |
| Doordash Cl A (DASH) | 2.1 | $33M | 300k | 108.78 | |
| Core & Main Cl A (CNM) | 1.0 | $15M | 300k | 48.94 | |
| Beacon Roofing Supply (BECN) | 0.6 | $9.3M | 103k | 90.50 | |
| Group 1 Automotive (GPI) | 0.6 | $8.8M | 30k | 297.28 |
