# Spruce House Partnership LLC

> Institutional holdings reported to the SEC as of Q1 2021 on Form 13F. CIK 1797827. Source: https://holderbook.com/funds/1797827-spruce-house-partnership-llc/

- Reported value: $3.5B
- Positions: 8
- Weight of the ten largest: 100.0%
- Filed: 2021-05-17

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| WAYFAIR INC | [W](https://holderbook.com/stocks/W/) | $1.5B | 4,800,000 | 43.3% | 1 |
| CARVANA CO | [CVNA](https://holderbook.com/stocks/CVNA/) | $1.0B | 3,963,463 | 29.8% | 1 |
| COLLIERS INTL GROUP INC | [CIGI](https://holderbook.com/stocks/CIGI/) | $562.8M | 5,725,143 | 16.1% | 1 |
| CIMPRESS PLC | [CMPR](https://holderbook.com/stocks/CMPR/) | $236.2M | 2,358,904 | 6.8% | 1 |
| XPO INC | [XPO](https://holderbook.com/stocks/XPO/) | $61.6M | 500,000 | 1.8% | 1 |
| GTT COMMUNICATIONS INC | [GTTNQ](https://holderbook.com/stocks/GTTNQ/) | $29.1M | 15,875,000 | 0.8% | 1 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $26.8M | 100,000 | 0.8% | 1 |
| ZILLOW GROUP INC | [Z](https://holderbook.com/stocks/Z/) | $19.4M | 150,000 | 0.6% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q1 2021 | $3.5B | 8 |