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Size ($ in 1000's)
At 12/31/2023: $1,272,044
At 09/30/2023: $1,124,936
Combined Holding Report Includes:
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
Spruce House Partnership LLC
Spruce House Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Spruce House Investment Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Spruce House Investment Management LLC top holdings by largest position size, as per the latest 13f filing made by Spruce House Investment Management LLC.
In the Spruce House Investment Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Spruce House Investment Management LLC in that top holding, then the share count change between reporting periods, and finally the Spruce House Investment Management LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| CARVANA CO |
9,490,000 |
-510,000 |
$502,401 | | CVNA | 9,490,000 | -510,000 | $502,401 | | WAYFAIR INC |
3,650,000 |
UNCH |
$225,205 | | W | 3,650,000 | UNCH | $225,205 | | APPLOVIN CORP |
5,000,000 |
UNCH |
$199,250 | | APP | 5,000,000 | UNCH | $199,250 | | CIMPRESS PLC |
2,358,904 |
UNCH |
$188,830 | | CMPR | 2,358,904 | UNCH | $188,830 | | COLLIERS INTL GROUP INC |
1,000,000 |
UNCH |
$126,691 | | CIGI | 1,000,000 | UNCH | $126,691 |
See Full List: All Stocks Held By Spruce House Investment Management LLC
Including:
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Spruce House Investment Management LLC
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