Harspring Capital Management, LLC Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$269.6B
Holdings
14
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | ENVAEnova International, Inc. | 225,500 | $35.4B | 13.15% | |
| 2 | DARDarling Ingredients Inc. | 915,000 | $32.9B | 12.22% | |
| 3 | OGM1Cogent Communications Holdings, Inc. | 1,402,500 | $30.2B | 11.22% | |
| 4 | METAMeta Platforms, Inc. | 44,500 | $29.4B | 10.89% | |
| 5 | AMZNAmazon.com, Inc. | 124,200 | $28.7B | 10.63% | |
| 6 | GOOGAlphabet Inc. | 67,650 | $21.2B | 7.87% | |
| 7 | TPBTurning Point Brands, Inc. | 181,500 | $19.7B | 7.30% | |
| 8 | LCLendingClub Corporation | 860,000 | $16.3B | 6.04% | |
| 9 | NWSANews Corporation | 601,500 | $15.7B | 5.83% | |
| 10 | 0J7QIAC Inc. | 315,000 | $12.3B | 4.57% | |
| 11 | RUSHARush Enterprises, Inc. | 225,000 | $12.1B | 4.50% | |
| 12 | UHAL/BU-Haul Holding Company | 185,000 | $8.6B | 3.21% | |
| 13 | DIBS1stdibs.Com, Inc. | 660,000 | $4.0B | 1.47% | |
| 14 | LGIHLGI Homes, Inc. | 69,500 | $3.0B | 1.11% |