Spruce House Investment Management as of Sept. 30, 2024
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 10 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carvana Cl A (CVNA) | 42.7 | $871M | 5.0M | 174.11 | |
| Applovin Corp Com Cl A (APP) | 23.0 | $470M | 3.6M | 130.55 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 9.7 | $198M | 1.3M | 151.76 | |
| Cimpress Shs Euro (CMPR) | 8.3 | $169M | 2.1M | 81.92 | |
| Wayfair Cl A (W) | 7.3 | $148M | 2.6M | 56.18 | |
| Core & Main Cl A (CNM) | 3.3 | $67M | 1.5M | 44.40 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 2.3 | $47M | 900k | 52.07 | |
| Doordash Cl A (DASH) | 2.1 | $43M | 300k | 142.73 | |
| Beacon Roofing Supply (BECN) | 0.9 | $18M | 203k | 86.43 | |
| Group 1 Automotive (GPI) | 0.6 | $11M | 30k | 383.04 |
