Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Spruce House Partnership LLC (CIK 1797827) reported $3.49B across 8 reported positions in its SEC 13F filing for 2021-03-31. Largest positions: W ($1.51B, 43.33%), CVNA ($1.04B, 29.83%), CIGI ($562.8M, 16.14%), CMPR ($236.2M, 6.77%), XPO ($61.6M, 1.77%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | W | WAYFAIR INC | $1.51B | 43.33% | 4.8M | New |
| 2 | CVNA | CARVANA CO | $1.04B | 29.83% | 4.0M | New |
| 3 | CIGI | COLLIERS INTL GROUP INC | $562.8M | 16.14% | 5.7M | New |
| 4 | CMPR | CIMPRESS PLC | $236.2M | 6.77% | 2.4M | New |
| 5 | XPO | XPO LOGISTICS INC | $61.6M | 1.77% | 500,000 | New |
| 6 | GTT | GTT COMMUNICATIONS INC | $29.1M | 0.83% | 15.9M | New |
| 7 | SPOT | SPOTIFY TECHNOLOGY S A | $26.8M | 0.77% | 100,000 | New |
| 8 | Z | ZILLOW GROUP INC | $19.4M | 0.56% | 150,000 | New |
Source: SEC Form 13F filings · as of 2021-03-31