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 $2.86B across reported positions.

"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.

Disclosed Exposure

$2.86B

Companies

4

Total Filings

10

Lifetime Open-Market Net

$431.96M

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	9,275,701	$199.50	$1.85B	-$113.04M	1	2020-03-26
W	10%+ Owner	7,121,800	$88.52	$630.42M	$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	$91.31	$377.79M	$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.