HoldingsChannel.com
| 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
| 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 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 |
