Advertisement
UK markets closed

  • FTSE 100

    8,139.83
    +60.97 (+0.75%)
     

  • FTSE 250

    19,824.16
    +222.18 (+1.13%)
     

  • AIM

    755.28
    +2.16 (+0.29%)
     

  • GBP/EUR

    1.1679
    +0.0022 (+0.19%)
     

  • GBP/USD

    1.2494
    -0.0017 (-0.13%)
     

  • Bitcoin GBP

    50,503.68
    -1,041.93 (-2.02%)
     

  • CMC Crypto 200

    1,304.48
    -92.06 (-6.59%)
     

  • S&P 500

    5,099.96
    +51.54 (+1.02%)
     

  • DOW

    38,239.66
    +153.86 (+0.40%)
     

  • CRUDE OIL

    83.66
    +0.09 (+0.11%)
     

  • GOLD FUTURES

    2,349.60
    +7.10 (+0.30%)
     

  • NIKKEI 225

    37,934.76
    +306.28 (+0.81%)
     

  • HANG SENG

    17,651.15
    +366.61 (+2.12%)
     

  • DAX

    18,161.01
    +243.73 (+1.36%)
     

  • CAC 40

    8,088.24
    +71.59 (+0.89%)
     

Spruce House Investment Management Llc Buys Spotify Technology SA, Zillow Group Inc, Sells XPO ...

GuruFocus.com
·2-min read

- By insider

New York, NY, based Investment company Spruce House Investment Management Llc (Current Portfolio) buys Spotify Technology SA, Zillow Group Inc, sells XPO Logistics Inc during the 3-months ended 2021Q1, according to the most recent filings of the investment company, Spruce House Investment Management Llc. As of 2021Q1, Spruce House Investment Management Llc owns 8 stocks with a total value of $3.5 billion. These are the details of the buys and sells.

  • New Purchases: SPOT, Z,

  • Reduced Positions: XPO,


For the details of SPRUCE HOUSE INVESTMENT MANAGEMENT LLC's stock buys and sells,
go to https://www.gurufocus.com/guru/spruce+house+investment+management+llc/current-portfolio/portfolio

ADVERTISEMENT

These are the top 5 holdings of SPRUCE HOUSE INVESTMENT MANAGEMENT LLC

  1. Wayfair Inc (W) - 4,800,000 shares, 43.33% of the total portfolio.

  2. Carvana Co (CVNA) - 3,963,463 shares, 29.83% of the total portfolio.

  3. Colliers International Group Inc (CIGI) - 5,725,143 shares, 16.14% of the total portfolio.

  4. Cimpress PLC (CMPR) - 2,358,904 shares, 6.77% of the total portfolio.

  5. XPO Logistics Inc (XPO) - 500,000 shares, 1.77% of the total portfolio. Shares reduced by 87.09%

New Purchase: Spotify Technology SA (SPOT)

Spruce House Investment Management Llc initiated holding in Spotify Technology SA. The purchase prices were between $252.59 and $364.59, with an estimated average price of $312.17. The stock is now traded at around $217.450000. The impact to a portfolio due to this purchase was 0.77%. The holding were 100,000 shares as of 2021-03-31.

New Purchase: Zillow Group Inc (Z)

Spruce House Investment Management Llc initiated holding in Zillow Group Inc. The purchase prices were between $119.63 and $199.9, with an estimated average price of $149.17. The stock is now traded at around $107.735000. The impact to a portfolio due to this purchase was 0.56%. The holding were 150,000 shares as of 2021-03-31.



Here is the complete portfolio of SPRUCE HOUSE INVESTMENT MANAGEMENT LLC. Also check out:

1. SPRUCE HOUSE INVESTMENT MANAGEMENT LLC's Undervalued Stocks

2. SPRUCE HOUSE INVESTMENT MANAGEMENT LLC's Top Growth Companies, and

3. SPRUCE HOUSE INVESTMENT MANAGEMENT LLC's High Yield stocks

4. Stocks that SPRUCE HOUSE INVESTMENT MANAGEMENT LLC keeps buyingThis article first appeared on GuruFocus.