SPRUCE HOUSE INVESTMENT MANAGEMENT LLC
CIK 1543170 · Holdings on Jun 30, 2024 · First reported Aug 14, 2024
Top ten holdings
Q2 2024- CVNA42.38%
- APP19.73%
- CMPR11.88%
- CIGI9.57%
- W9.16%
- GXO2.99%
- DASH2.15%
- CNM0.97%
- BECN0.61%
- GPI0.58%
Share classes counted separately100.02%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CVNAWeight increased · +10.77 pp31.61% → 42.38%Shares 0 (0.00%)
- APPWeight decreased · -5.16 pp24.89% → 19.73%Shares -1.40M (-28.00%)
- WWeight decreased · -3.71 pp12.87% → 9.16%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 10
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | CVNACARVANA COCL A View history and evidence | $643.60M | 42.38% | 5.00M shares | 31.61% → 42.38%+10.77 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | APPAPPLOVIN CORP-CLASS ACOM CL A View history and evidence | $299.59M | 19.73% | 3.60M shares | 24.89% → 19.73%-5.16 pp -1.40M (-28.00%) | Reduced | ↗▾ |
| 03 | CMPRCIMPRESS PLCSHS EURO View history and evidence | $180.38M | 11.88% | 2.06M shares | 13.10% → 11.88%-1.22 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | CIGICOLLIERS INTL GR-SUBORD VOTSUB VTG SHS View history and evidence | $145.32M | 9.57% | 1.30M shares | 11.44% → 9.57%-1.87 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | WWAYFAIR INC- CLASS ACL A View history and evidence | $139.05M | 9.16% | 2.64M shares | 12.87% → 9.16%-3.71 pp 0 (0.00%) | Unchanged | ↗▾ |
| 06 | GXOGXO LOGISTICS INCCOMMON STOCK View history and evidence | $45.45M | 2.99% | 900.00K shares | 0.37% → 2.99%+2.62 pp +803.00K (+827.84%) | Added | ↗▾ |
| 07 | DASHDOORDASH INC - ACL A View history and evidence | $32.63M | 2.15% | 300.00K shares | 2.97% → 2.15%-0.82 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | CNMCORE & MAIN INC-CLASS ACL A View history and evidence | $14.68M | 0.97% | 300.00K shares | 1.23% → 0.97%-0.26 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | BECNBEACON ROOFING SUPPLY INC View history and evidence | $9.32M | 0.61% | 103.00K shares | 0.73% → 0.61%-0.12 pp 0 (0.00%) | Unchanged | ↗▾ |
| 10 | GPIGROUP 1 AUTOMOTIVE INC View history and evidence | $8.77M | 0.58% | 29.50K shares | 0.41% → 0.58%+0.17 pp +10.00K (+51.28%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| LAD LITHIA MOTORS INC | Non-derivative | -17,500 | -$5.27M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1543170 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1518797368
}Take these holdings further.
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