Q4 2024 · 13F-HR
SPRUCE HOUSE INVESTMENT MANAGEMENT LLCholdings as filed
Filed 2025-02-14 · accession 0001493152-25-006880
$2.72B
Reported value
11
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 03831W108 | APP | APPLOVIN CORP | $1.01B | 37.0% | 3,107,024 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $1.00B | 36.8% | 4,921,000 | Common | SOLE |
| 194693107 | CIGI | COLLIERS INTL GROUP INC | $176.8M | 6.50% | 1,301,133 | Common | SOLE |
| G2143T103 | CMPR | CIMPRESS PLC | $147.7M | 5.43% | 2,058,904 | Common | SOLE |
| 94419L101 | W | WAYFAIR INC | $96.6M | 3.55% | 2,180,385 | Common | SOLE |
| 36262G101 | GXO | GXO LOGISTICS INCORPORATED | $91.3M | 3.36% | 2,100,000 | Common | SOLE |
| 21874C102 | CNM | CORE & MAIN INC | $76.4M | 2.81% | 1,500,000 | Common | SOLE |
| 073685109 | BECNUSD | BEACON ROOFING SUPPLY INC | $50.8M | 1.87% | 500,000 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $50.3M | 1.85% | 300,000 | Common | SOLE |
| 398905109 | GPI | GROUP 1 AUTOMOTIVE INC | $12.4M | 0.46% | 29,500 | Common | SOLE |
| 26142V105 | DKNG | DRAFTKINGS INC NEW | $11.2M | 0.41% | 300,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.