Harspring Capital Management, LLC — 13F Holdings & Portfolio

CIK 1652327 · latest 13F-HR filed 2026-08-14

Harspring Capital Management, LLC manages $53.7M in 13F-reported U.S. long-equity assets across 7 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are DAR (16.63%), GOOG (16.45%), ENVA (15.69%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 7, added to 0, and trimmed 7.

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.

Loading holdings…
AUM

$53.7M

Long-equity book

Holdings

7

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+0 / −7 / ↑0 / ↓7

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Firm Profile & Key People
Name Title / Status Ownership Type

Quarter-over-quarter changes

Share-count changes vs the prior 13F.

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0 →

Top Trims

  • DARLING INGREDIENTS INC-$17.4M -66.0%
  • ENOVA INTL INC-$14.7M -63.5%
  • COGENT COMM HOLDINGS INC-$12.2M -59.4%
  • AMAZON COM INC-$11.4M -57.8%
  • META PLATFORMS INC-$11.0M -57.4%
Show all 7 →

New Positions

  • No new positions this quarter.
Show all 0 →

Exited Positions

  • NEWS CORP NEW$12.0M
  • RUSH ENTERPRISES INC$11.9M
  • TURNING PT BRANDS INC$11.0M
  • LENDINGCLUB ISSUANCE TR SER$10.0M
  • IAC INC$9.8M
Show all 7 →
All Holdings

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 $8.9M 16.63% 163,500 SH
2 ALPHABET INC GOOG 02079K107 $8.8M 16.45% 25,000 SH
3 ENOVA INTL INC ENVA 29357K103 $8.4M 15.69% 35,000 SH
4 AMAZON COM INC AMZN 023135106 $8.3M 15.53% 35,000 SH
5 COGENT COMM HOLDINGS INC CCOI 19239V302 $8.3M 15.49% 599,418 SH
6 META PLATFORMS INC META 30303M102 $8.2M 15.21% 14,500 SH
7 1STDIBS COM INC DIBS 320551104 $2.7M 5.02% 550,000 SH
Filing History
Period Filed AUM Holdings Accession
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
Filer Information
Address
1345 AVENUE OF THE AMERICAS FL 2
NEW YORK, NY 10105
Phone
(212) 653-9783
Filing Manager
Harspring Capital Management, LLC
NEW YORK, NY
Signatory
Alan Kikuchi
COO/CCO