Spruce House Investment Management LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Spruce House Investment Management LLC disclosed 10 US equity positions worth $2.0bn in its Q3 2024 13F filing. The largest position was CVNA at 42.7% of the reported book, followed by APP and CIGI.
What did Spruce House Investment Management LLC own in Q3 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | CVNA CARVANA CO | Consumer Cyclical | 42.7% | $870.5m | 5,000,000 | – | |
| 2 | APP APPLOVIN CORP | Communication Services | 23.0% | $470.0m | 3,600,000 | – | |
| 3 | CIGI COLLIERS INTL GROUP INC | Real Estate | 9.7% | $197.5m | 1,301,132 | – | |
| 4 | CMPR CIMPRESS PLC | Industrials | 8.3% | $168.7m | 2,058,904 | – | |
| 5 | W WAYFAIR INC | Consumer Cyclical | 7.3% | $148.1m | 2,637,000 | – | |
| 6 | CNM CORE & MAIN INC | Industrials | 3.3% | $66.6m | 1,500,000 | – | |
| 7 | GXO GXO LOGISTICS INCORPORATED | Industrials | 2.3% | $46.9m | 900,000 | – | |
| 8 | DASH DOORDASH INC | Consumer Cyclical | 2.1% | $42.8m | 300,000 | – | |
| 9 | BECNUSD BEACON ROOFING SUPPLY INC | 0.9% | $17.5m | 203,000 | – | ||
| 10 | GPI GROUP 1 AUTOMOTIVE INC | Consumer Cyclical | 0.6% | $11.3m | 29,500 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.