Harspring Capital Management, LLC 13F Holdings

CIK 0001652327 · NEW YORK, NY

As of Sep 30, 2025, Harspring Capital Management, LLC reported 15 positions worth $261.2M in its SEC Form 13F filing.

Top 15 holdings

SecurityTickerSectorSharesValue% of portfolio
COGENT COMMUNICATIONS HOLDINGS INCCCOICommunication Services875,000$33.6M12.85%
META PLATFORMS INCMETACommunication Services44,500$32.7M12.51%
DARLING INGREDIENTS INCDARConsumer Defensive915,000$28.2M10.81%
AMAZON.COM INCAMZNEquity124,200$27.3M10.44%
ENOVA INTERNATIONAL INCENVAFinancial Services225,500$26.0M9.94%
NEWS CORPNWSACommunication Services621,500 9.1M7.31%
TURNING POINT BRANDS INCTPBConsumer Defensive181,500 7.9M6.87%
IAC INCIACCommunication Services490,000 6.7M6.39%
ALPHABET INCGOOGEquity67,650 6.5M6.31%
LENDINGCLUB CORPLCFinancial Services860,000 3.1M5.00%
RUSH ENTERPRISES INCRUSHAConsumer Cyclical225,000 2.0M4.61%
U-HAUL HOLDING COUHAL.BIndustrials185,000$9.4M3.60%
THRYV HOLDINGS INCTHRYCommunication Services300,000$3.6M1.39%
LGI HOMES INCLGIHConsumer Cyclical69,500$3.6M1.38%
1STDIBSCOM INCDIBSConsumer Cyclical610,000 .6M0.60%