Spruce House Investment Management LLC

CIK Number: 0001543170

1.93B
Market Value
10
# of Holdings
14 months
Avg. Holding Period
50.00%
Win Rate
84.70%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 APP AppLovin Corpor...
370.93
+1.77% 3.11M -13.69% 1.01B 56.36 36.98%
2 CVNA Carvana Co.
290.98
-2.04% 4.92M -1.58% 1B 34.94 36.79%
3 CIGI Colliers Intern...
128.10
+0.57% 1.3M +0.00% 176.84M 57.18 6.50%
4 CMPR Cimpress plc
44.81
+4.22% 2.06M 0.00% 147.66M 125.77 5.43%
5 W Wayfair Inc.
48.38
+4.96% 2.18M -17.32% 96.63M 69.65 3.55%
6 GXO GXO Logistics, ...
43.26
+0.70% 2.1M +133.33% 91.35M 46.33 3.36%
7 CNM Core & Main, In...
55.78
-0.6% 1.5M 0.00% 76.36M 46.98 2.81%
8 DASH DoorDash, Inc.
221.46
+1.14% 300K 0.00% 50.33M 77.94 1.85%
9 GPI Group 1 Automot...
439.76
+3.51% 29.5K 0.00% 12.43M 292.03 0.46%
10 DKNG DraftKings Inc.
37.84
+3.66% 300K +100.00% 11.16M 37.2 0.41%