Did Hedge Funds Drop The Ball On Installed Building Products Inc (IBP)?
The market has been volatile in the fourth quarter as the Federal Reserve continued its rate hikes to normalize the interest rates.
Hedge Fund - Spruce House Investment Management
Get Email AlertsZachary Sternberg And Benjamin Stein Bio, Returns, AUM, Net Worth
Manager biography is currently missing.
Fund Profile
Filing Period:
| Fund Name: | Spruce House Investment Management |
| Manager | Zachary Sternberg And Benjamin Stein |
| Portfolio Value | $510,884,956,000 |
| Change This QTR | +1.35% |
Top 13F Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | W | 3,650,000 | $125,341,000 | 24.53% | |||
| 2. | CIGI | 1,000,000 | $105,526,783 | 20.65% | |||
| 3. | CMPR | 2,358,904 | $103,367,173 | 20.23% | |||
| 4. | CVNA | 10,000,000 | $97,900,000 | 19.16% | |||
| 5. | APP | 5,000,000 | $78,750,000 | 15.41% |
Latest 13D & 13G Filings
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2022-02-28 | ||||
| 2022-02-11 | ||||
| 2022-02-11 | ||||
| 2022-02-04 | ||||
| 2021-12-09 |
News, Interviews and Investor Letters
An Analysis of XPO Logistics: Is it a Buy?
XPO Logistics (NYSE:XPO) shares are down around 50% due to some headwinds. XPO has been a rollup, buying logistics companies and integrating them to capture the benefits of scale and efficiency.
13D Filing: Spruce House Investment Management LLC and Colliers International Group Inc. (CIGI)
You can access the original SEC filing by clicking here.
