<SEC-DOCUMENT>0001493152-23-028528.txt : 20230814 <SEC-HEADER>0001493152-23-028528.hdr.sgml : 20230814 <ACCEPTANCE-DATETIME>20230814163034 ACCESSION NUMBER: 0001493152-23-028528 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230814 DATE AS OF CHANGE: 20230814 EFFECTIVENESS DATE: 20230814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SPRUCE HOUSE INVESTMENT MANAGEMENT LLC CENTRAL INDEX KEY: 0001543170 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: 231170926 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 </SEC-HEADER> <DOCUMENT> <TYPE>13F-HR <SEQUENCE>1 <FILENAME>primary_doc.xml <TEXT> <XML> <?xml version="1.0" encoding="UTF-8"?> <edgarSubmission xsi:schemaLocation="http://www.sec.gov/edgar/thirteenffiler eis_13F_Filer.xsd" xmlns="http://www.sec.gov/edgar/thirteenffiler" xmlns:ns1="http://www.sec.gov/edgar/common" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <schemaVersion>X0202</schemaVersion> <headerData> <submissionType>13F-HR</submissionType> <filerInfo> <liveTestFlag>LIVE</liveTestFlag> <flags> <confirmingCopyFlag>false</confirmingCopyFlag> <returnCopyFlag>true</returnCopyFlag> <overrideInternetFlag>false</overrideInternetFlag> </flags> <filer> <credentials> <cik>0001543170</cik> <ccc>XXXXXXXX</ccc> </credentials> </filer> <periodOfReport>06-30-2023</periodOfReport> </filerInfo> </headerData> <formData> <coverPage> <reportCalendarOrQuarter>06-30-2023</reportCalendarOrQuarter> <isAmendment>false</isAmendment> <filingManager> <name>SPRUCE HOUSE INVESTMENT MANAGEMENT LLC</name> <address> <ns1:street1>435 Hudson Street</ns1:street1> <ns1:street2>8th Floor</ns1:street2> <ns1:city>New York</ns1:city> <ns1:stateOrCountry>NY</ns1:stateOrCountry> <ns1:zipCode>10014</ns1:zipCode> </address> </filingManager> <reportType>13F HOLDINGS REPORT</reportType> <form13FFileNumber>028-16511</form13FFileNumber> <crdNumber>000163427</crdNumber> <secFileNumber>801-80025</secFileNumber> <provideInfoForInstruction5>N</provideInfoForInstruction5> </coverPage> <signatureBlock> <name>Keith Cozza</name> <title>Chief Compliance Officer</title> <phone>646-661-1774</phone> <signature>/s/ Keith Cozza</signature> <city>New York</city> <stateOrCountry>NY</stateOrCountry> <signatureDate>08-14-2023</signatureDate> </signatureBlock> <summaryPage> <otherIncludedManagersCount>1</otherIncludedManagersCount> <tableEntryTotal>6</tableEntryTotal> <tableValueTotal>875031426</tableValueTotal> <otherManagers2Info> <otherManager2> <sequenceNumber>1</sequenceNumber> <otherManager> <cik>0001797827</cik> <form13FFileNumber>028-20285</form13FFileNumber> <name>Spruce House Partnership LLC</name> </otherManager> </otherManager2> </otherManagers2Info> </summaryPage> </formData> </edgarSubmission> </XML> </TEXT> </DOCUMENT> <DOCUMENT> <TYPE>INFORMATION TABLE <SEQUENCE>2 <FILENAME>infotable.xml <TEXT> <XML> <?xml version="1.0" ?> <informationTable xsi:schemaLocation="http://www.sec.gov/edgar/document/thirteenf/informationtable eis_13FDocument.xsd" xmlns="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:n1="http://www.sec.gov/edgar/document/thirteenf/informationtable" xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance"> <infoTable> <nameOfIssuer>APPLOVIN CORP</nameOfIssuer> <titleOfClass>COM CL A</titleOfClass> <cusip>03831W108</cusip> <value>128650000</value> <shrsOrPrnAmt> <sshPrnamt>5000000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>5000000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>CARVANA CO</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>146869102</cusip> <value>259200000</value> <shrsOrPrnAmt> <sshPrnamt>10000000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>10000000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>CIMPRESS PLC</nameOfIssuer> <titleOfClass>SHS EURO</titleOfClass> <cusip>G2143T103</cusip> <value>140307610</value> <shrsOrPrnAmt> <sshPrnamt>2358904</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>2358904</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>COLLIERS INTL GROUP INC</nameOfIssuer> <titleOfClass>SUB VTG SHS</titleOfClass> <cusip>194693107</cusip> <value>98124316</value> <shrsOrPrnAmt> <sshPrnamt>1000000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>1000000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>DOORDASH INC</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>25809K105</cusip> <value>11463000</value> <shrsOrPrnAmt> <sshPrnamt>150000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>150000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> <infoTable> <nameOfIssuer>WAYFAIR INC</nameOfIssuer> <titleOfClass>CL A</titleOfClass> <cusip>94419L101</cusip> <value>237286500</value> <shrsOrPrnAmt> <sshPrnamt>3650000</sshPrnamt> <sshPrnamtType>SH</sshPrnamtType> </shrsOrPrnAmt> <investmentDiscretion>SOLE</investmentDiscretion> <votingAuthority> <Sole>3650000</Sole> <Shared>0</Shared> <None>0</None> </votingAuthority> </infoTable> </informationTable> </XML> </TEXT> </DOCUMENT> </SEC-DOCUMENT>