Harspring Capital Management, LLC
CIK 1652327 · View on SEC EDGAR ↗
- Portfolio value
- $53.7M
- Positions
- 7
- As of
- June 30, 2026
Portfolio value QoQ: -71.7% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 7
- Effective number of positions
- 6.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 0.0% Est. buys $0 · sells $151,229,994
Median holding: 6.0 quarters Tracked Q4 2024–Q2 2026 · 36.8% still held
- New positions
- 0
- Increased
- 0
- Decreased
- 7
- Closed
- 7
On this page
- Performance vs S&P How this manager's 13F portfolio performed against the S&P 500.
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Performance vs S&P 500
Annualized: +1.2% · S&P 500: +18.0%
Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.
Priceable coverage: 90.6% · Options excluded: 0.0%
Sector breakdown
Full portfolio 7 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| DAR Darling Ingredients Inc. Common Stock | $8,930,370 | 16.63% | 163,500 | $-17,355,880 | Down ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $8,833,250 | 16.45% | 25,000 | $-5,509,750 | Down ×2 | ||
| ENVA Enova International, Inc. Common Stock | $8,425,550 | 15.69% | 35,000 | $-14,665,550 | Down ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $8,341,900 | 15.53% | 35,000 | $-11,443,750 | Down ×2 | ||
| CCOI Cogent Communications Holdings, Inc. - Common Stock | $8,319,922 | 15.49% | 599,418 | $-12,159,158 | Down ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $8,167,705 | 15.21% | 14,500 | $-10,998,650 | Down ×2 | ||
| DIBS 1stdibs.com, Inc. - Common Stock | $2,695,000 | 5.02% | 550,000 | $-880,000 | Down ×2 | ||
| No matches | |||||||
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| ESGR | Sept. 30, 2025 | 62,000 | $20,854,320 | No longer tracked |
| NWSA | June 30, 2026 | 480,000 | $11,966,400 | 20.9% |
| RUSHA | June 30, 2026 | 180,000 | $11,899,800 | 6.5% |
| BRKB | March 31, 2025 | 24,500 | $11,105,360 | No longer tracked |
| TPB | June 30, 2026 | 126,808 | $11,005,666 | 2.9% |
| LC | June 30, 2026 | 700,000 | $10,024,000 | No longer tracked |
| IAC | June 30, 2026 | 245,000 | $9,807,350 | No longer tracked |
| UHALB | June 30, 2026 | 145,000 | $6,477,150 | No longer tracked |
| THRY | Dec. 31, 2025 | 300,000 | $3,618,000 | -65.9% |
| LGIH | June 30, 2026 | 55,000 | $2,174,150 | -10.4% |
| MRVI | Sept. 30, 2025 | 500,000 | $1,205,000 | 191.1% |
| OEC | June 30, 2025 | 45,187 | $584,268 | -42.4% |