Spruce House Investment Management LLC Portfolio Holdings by Sector
Spruce House Investment Management LLC
- $1.52 Billion
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Retail | Consumer Cyclical
CVNA W 2 stocks |
$782,649
51.53% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP 1 stocks |
$299,592
19.73% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
CMPR 1 stocks |
$180,380
11.88% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CIGI 1 stocks |
$145,271
9.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
GXO 1 stocks |
$45,450
2.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
DASH 1 stocks |
$32,634
2.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
CNM 1 stocks |
$14,682
0.97% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
BECN 1 stocks |
$9,321
0.61% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
GPI 1 stocks |
$8,769
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|