SPRUCE HOUSE Overview

Spruce House Investment Management Llc is an investment advisor that manages 482.6 MM dollars in regulatory AUM and has 2 employees, of which 2 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 879MM in positions, representing 182% of the manager's regulatory AUM.

SPRUCE HOUSE StockAlpha

-0.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

SPRUCE HOUSE Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XPO 32.33% Industrials 22.03% 3.45% 5 8%
CMPR 25.33% Tech -15.35% -3.57% 17 3%
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FEATURED IN
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SPRUCE HOUSE Founders and Key Employees

Name Title In Position Since
Zachary S. Sternberg Managing Member/Chief Compliance Officer August-2005
Benjamin F. Stein Managing Member August-2005

SPRUCE HOUSE Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro
Custodian Pro

SPRUCE HOUSE Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Investment Objective and Strategy

The investment objective of the Partnership is to achieve long-term capital appreciation. The Partnership invests in various securities and seeks to achieve its investment objective primarily through the purchase and long term ownership of common stock. The Partnership is not subject to any limitations on the amount of the Partnership’s capital which may be committed to any one asset class, industry or investment and the Adviser tends to invest a significant amount of the Partnership’s assets in its most attractive ideas and prefers a portfolio of concentrated positions. Accordingly, the Partnership may be heavily concentrated.

This strategy may be deemed to be highly speculative and is not intended as a complete investment program. It is designed only for sophisticated persons who can bear the risk of the loss of their entire investment and who have a limited ne...
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SPRUCE HOUSE Portfolio Concentration

SPRUCE HOUSE Location

6 EAST 43RD STREET
23RD FLOOR
NEW YORK, New York
UNITED STATES, 10017

SPRUCE HOUSE Contact Information

Phone Number: 646-442-6727
Fax Number: 646-867-0206
Website:

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