Harspring Capital Management, LLC — 13F Holdings & Portfolio
CIK 1652327 · latest 13F-HR filed 2026-11-13
Harspring Capital Management, LLC manages $50.1M in 13F-reported U.S. long-equity assets across 7 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are META (20.99%), DAR (19.81%), AMZN (17.40%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 0 new positions and exited 0; 2 existing positions rose in reported value and 3 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-11-13
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
5 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 100%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 30, 2026.
FLOOR 2
NEW YORK, NY 10105
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| GAIL, HARRY, M. Control | MEMBER AND MANAGER since Feb 2012 | 50–75% | Individual |
| GONTOWNIK, ARI Control | MEMBER AND MANAGER since Feb 2012 | 10–25% | Individual |
| KIKUCHI, ALAN, TAKEO Control | COO/CCO since May 2015 | Less than 5% | Individual |
| PERILUNE PRIVATE INVESTMENTS LLC | MEMBER since Feb 2012 | 10–25% | Domestic Entity |
| IZHAKOFF, DAVID Control Indirect owner via PERILUNE PRIVATE INVESTMENTS LLC | MANAGING MEMBER since Jan 2014 | 25–50% | Individual |
| WOLCHOK, CAREY Control Indirect owner via PERILUNE PRIVATE INVESTMENTS LLC | MANAGING MEMBER since Jan 2014 | 50–75% | Individual |
Ownership & leadership changes · 2 filings with changes since Mar 25, 2014
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- ChangedKIKUCHI, ALAN, TAKEO · title CHIEF OPERATING OFFICER → COO/CCO
- AddedKIKUCHI, ALAN, TAKEO · CHIEF OPERATING OFFICER · Less than 5% · control person
- ListedGAIL, HARRY, M. · MEMBER AND MANAGER · 50–75% · control person
- ListedGONTOWNIK, ARI · MEMBER AND MANAGER · 10–25% · control person
- ListedIZHAKOFF, DAVID · MANAGING MEMBER · 25–50% · indirect via PERILUNE PRIVATE INVESTMENTS LLC · control person
- ListedPERILUNE PRIVATE INVESTMENTS LLC · MEMBER · 10–25%
- ListedWOLCHOK, CAREY · MANAGING MEMBER · 50–75% · indirect via PERILUNE PRIVATE INVESTMENTS LLC · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- Meta Platforms, Inc.$2.3M +28.7%
- Darling Ingredients Inc.$995.7K +11.1%
Top Trims
- Cogent Communications Holdings, Inc.-$3.9M -47.4%
- Enova International, Inc.-$2.6M -30.6%
- 1stdibs.Com, Inc.-$495.0K -18.4%
Harspring Capital Management, LLC Holdings (2026-09-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Meta Platforms, Inc. | META | 30303M102 | $10.5M | 20.99% | 14,500 | SH |
| 2 | Darling Ingredients Inc. | DAR | 237266101 | $9.9M | 19.81% | 163,500 | SH |
| 3 | Amazon.com, Inc. | AMZN | 023135106 | $8.7M | 17.40% | 35,000 | SH |
| 4 | Alphabet Inc. | GOOG | 02079K107 | $8.5M | 17.00% | 25,000 | SH |
| 5 | Enova International, Inc. | ENVA | 29357K103 | $5.8M | 11.67% | 35,000 | SH |
| 6 | Cogent Communications Holdings, Inc. | CCOI | 19239V302 | $4.4M | 8.74% | 562,000 | SH |
| 7 | 1stdibs.Com, Inc. | DIBS | 320551104 | $2.2M | 4.39% | 550,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-11-13 | $50.1M | 7 | 0001652327-26-000008 |
| 2026-06-30 | 2026-08-14 | $53.7M | 7 | 0001652327-26-000006 |
| 2026-03-31 | 2026-05-13 | $190.1M | 14 | 0001652327-26-000005 |
| 2025-12-31 | 2026-02-13 | $269.6M | 14 | 0001652327-26-000002 |
| 2025-09-30 | 2025-11-13 | $261.2M | 15 | 0001652327-25-000008 |
NEW YORK, NY 10105