Harspring Capital Management, LLC
CIK: 0001652327Latest portfolio: $269.6M · Q4 2025
Holdings
14
Total Value
$269.6M
New Positions
0
Closed Positions
1
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | ENVAEnova International, Inc. | 225,500 | $35.4M | 13.15% | — | |
| 2 | DARDarling Ingredients Inc. | 915,000 | $32.9M | 12.22% | — | |
| 3 | OGM1Cogent Communications Holdings, Inc. | 1,402,500 | $30.2M | 11.22% | +528K | |
| 4 | METAMeta Platforms, Inc. | 44,500 | $29.4M | 10.89% | — | |
| 5 | AMZNAmazon.com, Inc. | 124,200 | $28.7M | 10.63% | — | |
| 6 | GOOGAlphabet Inc. | 67,650 | $21.2M | 7.87% | — | |
| 7 | TPBTurning Point Brands, Inc. | 181,500 | $19.7M | 7.30% | — | |
| 8 | LCLendingClub Corporation | 860,000 | $16.3M | 6.04% | — | |
| 9 | NWSANews Corporation | 601,500 | $15.7M | 5.83% | -20,000 | |
| 10 | 0J7QIAC Inc. | 315,000 | $12.3M | 4.57% | -175,000 | |
| 11 | RUSHARush Enterprises, Inc. | 225,000 | $12.1M | 4.50% | — | |
| 12 | UHAL/BU-Haul Holding Company | 185,000 | $8.6M | 3.21% | — | |
| 13 | DIBS1stdibs.Com, Inc. | 660,000 | $4.0M | 1.47% | +50K | |
| 14 | LGIHLGI Homes, Inc. | 69,500 | $3.0M | 1.11% | — |
Quarterly Changes
New Positions
No new positions this quarter
Closed Positions
- THRYCLOSED$3.6B
Sector Breakdown
Consumer Cyclical0.0% ($286671213.6T)
Communication Services0.0% ($293742.1T)
Unknown0.0% ($30237.1T)
Financial Services0.0% ($3.5T)
Consumer Defensive0.0% ($3.3T)
Filing History
Fund Information
Harspring Capital Management, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $269.6M across 14 holdings. The largest position is Enova International, Inc. (ENVA), representing 13.1% of the portfolio. Compared to the previous quarter, the fund opened 0 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.