Spruce House Investment Management as of Dec. 31, 2024
Portfolio Holdings for Spruce House Investment Management
Spruce House Investment Management holds 11 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Applovin Corp Com Cl A (APP) | 37.0 | $1.0B | 3.1M | 323.83 | |
| Carvana Cl A (CVNA) | 36.8 | $1.0B | 4.9M | 203.36 | |
| Colliers Intl Group Sub Vtg Shs (CIGI) | 6.5 | $177M | 1.3M | 135.92 | |
| Cimpress Shs Euro (CMPR) | 5.4 | $148M | 2.1M | 71.72 | |
| Wayfair Cl A (W) | 3.6 | $97M | 2.2M | 44.32 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 3.4 | $91M | 2.1M | 43.50 | |
| Core & Main Cl A (CNM) | 2.8 | $76M | 1.5M | 50.91 | |
| Beacon Roofing Supply (BECN) | 1.9 | $51M | 500k | 101.58 | |
| Doordash Cl A (DASH) | 1.8 | $50M | 300k | 167.75 | |
| Group 1 Automotive (GPI) | 0.5 | $12M | 30k | 421.48 | |
| Draftkings Com Cl A (DKNG) | 0.4 | $11M | 300k | 37.20 |
