Harspring Capital Management, LLC — 13F Holdings & Portfolio
CIK 1652327 · latest 13F-HR filed 2026-05-13
Harspring Capital Management, LLC manages $190.1M in 13F-reported U.S. long-equity assets across 14 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are DAR (13.83%), ENVA (12.15%), CCOI (10.77%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 13.
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.
$190.1M
Long-equity book
14
Distinct positions
2026-03-31
Filed 2026-05-13
+0 / −0 / ↑0 / ↓13
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- ENOVA INTL INC-$12.4M -34.9%
- META PLATFORMS INC-$10.2M -34.8%
- COGENT COMM HOLDINGS INC-$9.8M -32.3%
- AMAZON COM INC-$8.9M -31.0%
- TURNING PT BRANDS INC-$8.7M -44.1%
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 | DARLING INGREDIENTS INC | DAR | 237266101 | $26.3M | 13.83% | 425,000 | SH |
| 2 | ENOVA INTL INC | ENVA | 29357K103 | $23.1M | 12.15% | 170,000 | SH |
| 3 | COGENT COMM HOLDINGS INC | CCOI | 19239V302 | $20.5M | 10.77% | 1,087,000 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $19.8M | 10.41% | 95,000 | SH |
| 5 | META PLATFORMS INC | META | 30303M102 | $19.2M | 10.08% | 33,500 | SH |
| 6 | ALPHABET INC | GOOG | 02079K107 | $14.3M | 7.55% | 50,000 | SH |
| 7 | NEWS CORP NEW | NWSA | 65249B109 | $12.0M | 6.30% | 480,000 | SH |
| 8 | RUSH ENTERPRISES INC | RUSHA | 781846209 | $11.9M | 6.26% | 180,000 | SH |
| 9 | TURNING PT BRANDS INC | TPB | 90041L105 | $11.0M | 5.79% | 126,808 | SH |
| 10 | LENDINGCLUB ISSUANCE TR SER | LC | 52603A208 | $10.0M | 5.27% | 700,000 | SH |
| 11 | IAC INC | IAC | 44891N208 | $9.8M | 5.16% | 245,000 | SH |
| 12 | U HAUL HOLDING COMPANY | UHAL.B | 023586506 | $6.5M | 3.41% | 145,000 | SH |
| 13 | 1STDIBS COM INC | DIBS | 320551104 | $3.6M | 1.88% | 650,000 | SH |
| 14 | LGI HOMES INC | LGIH | 50187T106 | $2.2M | 1.14% | 55,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |