Spruce House Investment Management LLC Portfolio Holdings by Sector
Spruce House Investment Management LLC
- $2.04 Billion
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
CVNA W 2 stocks |
$1.02 Million
49.94% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
APP 1 stocks |
$469,980
23.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CIGI 1 stocks |
$197,537
9.68% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
CMPR 1 stocks |
$168,665
8.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
CNM 1 stocks |
$66,600
3.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
GXO 1 stocks |
$46,863
2.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
DASH 1 stocks |
$42,813
2.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
BECN 1 stocks |
$17,551
0.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
GPI 1 stocks |
$11,303
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|