0001493152-24-019891.txt : 20240515 0001493152-24-019891.hdr.sgml : 20240515 20240515162200 ACCESSION NUMBER: 0001493152-24-019891 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240515 DATE AS OF CHANGE: 20240515 EFFECTIVENESS DATE: 20240515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SPRUCE HOUSE INVESTMENT MANAGEMENT LLC CENTRAL INDEX KEY: 0001543170 ORGANIZATION NAME: IRS NUMBER: 000000000 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-16511 FILM NUMBER: 24951252 BUSINESS ADDRESS: STREET 1: 435 HUDSON STREET STREET 2: 8TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10014 BUSINESS PHONE: 646-442-6727 MAIL ADDRESS: STREET 1: 435 HUDSON STREET STREET 2: 8TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10014 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001543170 XXXXXXXX 03-31-2024 03-31-2024 false SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

435 Hudson Street 8th Floor New York NY 10014

13F HOLDINGS REPORT 028-16511 000163427 801-80025 N Keith Cozza 646-661-1774 /s/ Keith Cozza New York NY 05-15-2024 1 11 1390747781 1 0001797827 028-20285 Spruce House Partnership LLC INFORMATION TABLE 2 infotable.xml APPLOVIN CORP COM CL A 03831W108 346100000 5000000 SH SOLE 5000000 0 0 BEACON ROOFING SUPPLY INC COM 073685109 10096060 103000 SH SOLE 103000 0 0 CARVANA CO CL A 146869102 439550000 5000000 SH SOLE 5000000 0 0 CIMPRESS PLC SHS EURO G2143T103 182233593 2058904 SH SOLE 2058904 0 0 COLLIERS INTL GROUP INC SUB VTG SHS 194693107 159099313 1301132 SH SOLE 1301132 0 0 CORE & MAIN INC CL A 21874C102 17175000 300000 SH SOLE 300000 0 0 DOORDASH INC CL A 25809K105 41316000 300000 SH SOLE 300000 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 5698485 19500 SH SOLE 19500 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 5214720 97000 SH SOLE 97000 0 0 LITHIA MTRS INC COM 536797103 5265050 17500 SH SOLE 17500 0 0 WAYFAIR INC CL A 94419L101 178999560 2637000 SH SOLE 2637000 0 0