Spruce House Partnership LLC 13F Holdings · last filed Q1 2021
Spruce House Partnership LLC reported 8 securities worth $3.49B in its SEC 13F filing for Q1 2021 (period ended 2021-03-31). Top holdings: W (43.33%), CVNA (29.83%), CIGI (16.14%). Among its top 25 positions this quarter: 8 new.
| 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
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR