Harspring Capital Management, LLC
Harspring Capital Management, LLC reported 7 US-listed holdings worth $53.7 million in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Darling Ingredients Inc. (16.6%), Alphabet Inc. (16.4%) and Enova International, Inc. (15.7%). Against the quarter before, it opened 0 positions, added to 0, trimmed 7 and sold out of 7.
The 7 largest of its 7 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +8.1% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Trimmed 7
- Enova International, Inc. ENVA-135,000 shares · -79%
- Amazon.com Inc. AMZN-60,000 shares · -63%
- Darling Ingredients Inc. DAR-261,500 shares · -62%
- Meta Platforms, Inc. META-19,000 shares · -57%
- Alphabet Inc. GOOG-25,000 shares · -50%
- Cogent Communications Holdings, Inc. CCOI-487,582 shares · -45%
- 1STDIBS Com Inc. DIBS-100,000 shares · -15%
Sold out of 7
- News Corp. NWSA$12.0 million last quarter
- Rush Enterprises Inc. RUSHA$11.9 million last quarter
- Turning Point Brands, Inc. TPB$11.0 million last quarter
- Happen, Inc. HAPN$10.0 million last quarter
- People Inc. PPLI$9.8 million last quarter
- U Haul Holding Company UHALB$6.5 million last quarter
- LGI Homes, Inc. LGIH$2.2 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Darling Ingredients Inc. DAR | 163.5K | $8.9 million | 16.63% | -261.5K |
| Alphabet Inc. GOOG | 25.0K | $8.8 million | 16.45% | -25.0K |
| Enova International, Inc. ENVA | 35.0K | $8.4 million | 15.69% | -135.0K |
| Amazon.com Inc. AMZN | 35.0K | $8.3 million | 15.53% | -60.0K |
| Cogent Communications Holdings, Inc. CCOI | 599.4K | $8.3 million | 15.49% | -487.6K |
| Meta Platforms, Inc. META | 14.5K | $8.2 million | 15.21% | -19.0K |
| 1STDIBS Com Inc. DIBS | 550.0K | $2.7 million | 5.02% | -100.0K |