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Entity | Shares/Amount Change | Position Value Change |
DASH |
-300,000 | -$23,841 |
Entity | Shares/Amount Change | Position Value Change |
W |
UNCH | +$4,125 | APP |
UNCH | -$550 | CMPR |
UNCH | +$23,683 | CIGI |
UNCH | +$31,423 | DASH |
UNCH | +$5,826 | CVNA |
-510,000 | +$82,601 |
Size ($ in 1000's)
At 12/31/2023: $1,272,044 At 09/30/2023: $1,124,936
Combined Holding Report Includes:
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC Spruce House Partnership LLC
Spruce House Investment Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Spruce House Investment Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Spruce House Investment Management LLC to be as follows, presented in the
table below with each row detailing each Spruce House Investment Management LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Spruce House Investment Management LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Spruce House Investment Management LLC as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ 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 | DOORDASH INC |
300,000 |
+0 |
$29,667 | DASH | 300,000 | UNCH | $29,667 |
See Summary: Spruce House Investment Management LLC Top Holdings
See Details: Top 10 Stocks Held By Spruce House Investment Management LLC
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