Spruce House Investment Management LLC Top Holdings and 13F Report (2024) → Kiss of death from Joe Biden (From Porter & Company) (Ad) About Spruce House Investment Management LLCInvestment ActivitySpruce House Investment Management LLC has $1.39 billion in total holdings as of March 31, 2024.Spruce House Investment Management LLC owns shares of 11 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 5.77% of the portfolio was purchased this quarter.About 35.24% of the portfolio was sold this quarter.This quarter, Spruce House Investment Management LLC has purchased 6 new stocks and bought additional shares in 1 stock.Spruce House Investment Management LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Carvana $439,550,000APPLOVIN CORP $346,100,000Cimpress $182,233,593Wayfair $178,999,560Colliers International Group $159,099,313 Largest New Holdings this Quarter Core & Main $17,175,000 HoldingBeacon Roofing Supply $10,096,060 HoldingGroup 1 Automotive $5,698,485 HoldingLithia Motors $5,265,050 HoldingGXO Logistics $5,214,720 Holding Largest Purchases this Quarter Colliers International Group 301,132 shares (about $36.82M)Core & Main 300,000 shares (about $17.18M)Beacon Roofing Supply 103,000 shares (about $10.10M)Group 1 Automotive 19,500 shares (about $5.70M)Lithia Motors 17,500 shares (about $5.27M) Largest Sales this Quarter Carvana 4,490,000 shares (about $394.72M)Wayfair 1,013,000 shares (about $68.76M)Cimpress 300,000 shares (about $26.55M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSpruce House Investment Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCVNACarvana$439,550,000$394,715,900 ▼-47.3%5,000,00031.6%Retail/WholesaleAPPLOVIN CORP$346,100,0000.0%5,000,00024.9%COM CL ACMPRCimpress$182,233,593$26,553,000 ▼-12.7%2,058,90413.1%Consumer DiscretionaryWWayfair$178,999,560$68,762,440 ▼-27.8%2,637,00012.9%Retail/WholesaleCIGIColliers International Group$159,099,313$36,821,702 ▲30.1%1,301,13211.4%FinanceDOORDASH INC$41,316,0000.0%300,0003.0%CL ACNMCore & Main$17,175,000$17,175,000 ▲New Holding300,0001.2%Business ServicesBECNBeacon Roofing Supply$10,096,060$10,096,060 ▲New Holding103,0000.7%Retail/WholesaleGPIGroup 1 Automotive$5,698,485$5,698,485 ▲New Holding19,5000.4%Retail/WholesaleLADLithia Motors$5,265,050$5,265,050 ▲New Holding17,5000.4%Retail/WholesaleGXOGXO Logistics$5,214,720$5,214,720 ▲New Holding97,0000.4%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
