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Spruce House Capital LLC

CIK 1472167 · last filed 2020-03-26

Spruce House Capital LLC is a corporate insider who has filed 10 SEC Form 4 insider transactions across 4 companies since 2016. The most recent filing shows the insider sold $113.0M of XPO on Mar 26, 2020. Across all open-market trades the lifetime net is +$432.0M, making them a net buyer over the disclosed history. Current disclosed insider exposure totals $5.77B across reported positions. The firm reports its address in New York, NY. 66 SEC filings were submitted jointly with SPRUCE HOUSE PARTNERSHIP LP.

"Disclosed insider exposure" sums this person's most-recently-reported share counts across each company they're an insider in, multiplied by the current underlying price. It is not net worth — it misses retail holdings, private investments, real estate, index funds, and any company where the person isn't an SEC-reporting insider. For informational purposes only.

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Disclosed Exposure

$5.77B

Companies

4

Total Filings

10

Lifetime Open-Market Net

$431.96M

Filer Profile

Reported Address
435 HUDSON STREET
SUITE 804
NEW YORK, NY 10014
Phone
(646) 442-6727
State of Incorporation
DE
Related Filers
SPRUCE HOUSE PARTNERSHIP LP — 66 joint filings, latest 2021-12-09
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC — 54 joint filings, latest 2021-12-09
Benjamin Forester Stein — 53 joint filings, latest 2021-12-09
Zachary Sternberg — 53 joint filings, latest 2021-12-09
Spruce House Partnership (QP) LP — 20 joint filings, latest 2021-12-09
Spruce House Partnership LLC — 20 joint filings, latest 2021-12-09
XPO Logistics, Inc. — 10 joint filings, latest 2020-05-08
Profile details as reported on the filer's SEC submissions — for individual insiders the address is often in care of the issuer. Related filers are identified from jointly filed SEC submissions and shared reported addresses. View filings on SEC EDGAR.

Holdings By Company

Latest on-record share count from this person's most recent non-derivative Form 4 transaction in each company. Disclosed exposure = shares × current underlying price.
Symbol Role Shares Price Disclosed Exposure Lifetime OM Net Filings Latest Filed
XPO 10%+ Owner 26,819,706 $174.25 $4.67B -$113.04M 1 2020-03-26
W 10%+ Owner 7,121,800 $102.46 $729.70M $395.47M 1 2020-02-25
GTT Communications, Inc. (GTT) Delisted 10%+ Owner 15,875,000 $2.36 $37.47M $103.46M 3 2019-12-16
CIGI 10%+ Owner 4,137,480 $89.61 $370.76M $46.07M 1 2016-07-11

Recent Filings

10 filings
Insider activity across all companies, newest first. Form 4 rows are post-trade confirmations (buys, sells, grants, exercises). Notice (144) rows are pre-trade notices of intent to sell restricted or control stock under Rule 144 — they may not all execute. Compare adjacent dates to see which notices became actual sales.
Filed Symbol Action Net Shares Net $ Link
2020-03-26 XPO Sell (S) −2,434,600 -$113.04M EDGAR
2020-02-25 W Buy (P) +5,250,000 $395.47M EDGAR
2019-12-16 GTT Communications, Inc. (GTT) Delisted Buy (P) +2,795,175 $33.38M EDGAR
2019-12-04 GTT Communications, Inc. (GTT) Delisted Buy (P) +5,650,000 $52.94M EDGAR
2018-10-29 GTT Communications, Inc. (GTT) Delisted Buy (P) +500,000 $17.14M EDGAR
2016-07-11 CIGI Buy (P) +1,331,440 $46.07M EDGAR
2010-01-08 — Buy (P) +10,600 $6.6K
2010-01-06 — Buy (P) +102,000 $63.2K
2009-12-21 — Buy (P) +5,000 $3.2K
2009-12-11 — Buy (P) +94,458 $57.3K
Form 4 codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (see filing footnote). Only P / S codes carry directional signal.
Notice (144 / 144/A): Form 144 is a notice of intent to sell restricted/control stock under Rule 144, filed before the sale; 144/A is an amendment. Many notices are pre-scheduled under Rule 10b5-1 plans. A Form 4 with code S typically follows within a few days when the planned sale executes; missing follow-up Form 4s suggest the notice was cancelled or modified.