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Spruce House Investment Management Llc - Benjamin Forester Stein

Spruce House Investment Management Llc a Portfolio Activity as reported in the most recent 13F form published on Dec 31, 2023
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Benjamin Forester Stein

Benjamin Forester Stein
Spruce House Investment Management Llc

Hedge Fund Manager
Ranked #337 out of 483 Hedge Fund Managers

Portfolio Gain

-28.50%
Since Jun 2013

Sharpe Ratio

-0.17
Average Hedge Fund Sharpe: 1.48991

Hedge Fund Net Worth

$1.27B
Benjamin Forester Stein manages more assets than 44% of other Hedge Fund Managers
Total assets under management as reported to the SEC

Average Return

-3.12%
A Hedge Fund's portfolio is comprised of data made available by the SEC

Portfolio Breakdown by Sector

PortfolioBreakdown
57.20% Consumer Cyclical
17.18% Communication Services
15.66% Technology
9.95% Real Estate
A breakdown of Spruce House Investment Management Llc's portfolio by sector

Spruce House Investment Management Llc Portfolio Activity

Company Name
Action
Sector
Average Price in Last QTR
Gain Since Last Filing
Holding Change
Value Reported
% of Portfolio
AppLovin
Not Changed
Technology
$39.78
($34.45-$45.10)
+45.04%
0.00%
199.25M
15.66%
DoorDash
Not Changed
Communication Services
$86.94
($69.90-$103.98)
+22.77%
0.00%
29.67M
2.33%
Wayfair
Not Changed
Consumer Cyclical
$54.02
($38.37-$69.66)
-12.41%
0.00%
225.21M
17.70%
Colliers International Group
Not Changed
Real Estate
$107.19
($83.38-$131.01)
+0.32%
0.00%
126.52M
9.95%
Carvana Co
Reduced
Consumer Cyclical
$43.84
($25.09-$62.59)
-1.00%
-5.10%
502.40M
39.50%
Cimpress
Not Changed
Communication Services
$70.18
($57.01-$83.36)
+12.42%
0.00%
188.83M
14.84%
See a list of Spruce House Investment Management Llc's holdings, as reported to the SEC on Dec 31, 2023. Click on any holding to see more details

Measured Performance

Compare Spruce House Investment Management Llc's performance with other Hedge Funds and the S&P 500

Spruce House Investment Management Llc activity FAQ

What is Spruce House Investment Management Llc’s portfolio gain since Jun 2013?
Spruce House Investment Management Llc’s portfolio gain since Jun 2013 was -28.50%.
    What is Spruce House Investment Management Llc’s Sharpe Ratio?
    Spruce House Investment Management Llc’s Sharpe Ratio is -0.17.
      What is Spruce House Investment Management Llc’s portfolio value?
      Spruce House Investment Management Llc’s portfolio value is $1.27B.
        What is Spruce House Investment Management Llc’s average return since the fund’s last 13F filing?
        Spruce House Investment Management Llc’s average return since the fund’s last 13F filing is 1.47%.
          What was Spruce House Investment Management Llc’s average return in the last 12 months?
          Spruce House Investment Management Llc’s average return in the last 12 months was 150.72%.
            What was Spruce House Investment Management Llc’s average return in the last 3 years?
            Spruce House Investment Management Llc’s average return in the last 3 years was -3.12%.
              When was the most recent most recent 13F form submitted by Spruce House Investment Management Llc?
              Spruce House Investment Management Llc's most recent 13F form was submitted on Dec 31, 2023.
                who are the best performing hedge funds?
                Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
                  What is Benjamin Forester Stein Net Worth?
                  Benjamin Forester Stein is Managing Spruce House Investment Management Llc which has a net worth of $1.27B.
                    TipRanks & Hedge Funds: TipRanks measures the performance of Benjamin Forester Stein and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

                    Disclosure on Hedge Fund Expert Ranking:
                    We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
                    1. Hedge funds that manage stocks of more than 1,500 different companies
                    2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
                    3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.