Hedge Fund - Spruce House Investment Management

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No. Security Ticker Shares Value Activity % Port History
1. CVNA 5,000,000 $439,550,000 -48% 31.6%
2. APP 5,000,000 $346,100,000 24.88%
3. CMPR 2,058,904 $182,233,593 -13% 13.1%
4. W 2,637,000 $178,999,560 -28% 12.87%
5. CIGI 1,301,132 $159,099,313 +31% 11.43%