Spruce House Investment Management LLC Portfolio Holdings by Sector
Spruce House Investment Management LLC
- $1.39 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Retail | Consumer Cyclical
CVNA W 2 stocks |
$618,549
44.48% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Software—Application | Technology
APP 1 stocks |
$346,100
24.89% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Advertising Agencies | Communication Services
CMPR 1 stocks |
$182,233
13.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CIGI 1 stocks |
$159,037
11.44% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
DASH 1 stocks |
$41,316
2.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
CNM 1 stocks |
$17,175
1.24% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto & Truck Dealerships | Consumer Cyclical
GPI LAD 2 stocks |
$10,963
0.79% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
BECN 1 stocks |
$10,096
0.73% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
GXO 1 stocks |
$5,214
0.37% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|