Harspring Capital Management, LLC
CIK: 0001652327SEC EDGAR →
Portfolio Value
$269.6M
Holdings
14
As of
Q4 2025
New Positions
15
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Enova International, Inc. | 225,500 | $35.4M | 13.15% |
| 2 | Darling Ingredients Inc. | 915,000 | $32.9M | 12.22% |
| 3 | Cogent Communications Holdings, Inc. | 1,402,500 | $30.2M | 11.22% |
| 4 | Meta Platforms, Inc. | 44,500 | $29.4M | 10.89% |
| 5 | Amazon.com, Inc. | 124,200 | $28.7M | 10.63% |
| 6 | Alphabet Inc. | 67,650 | $21.2M | 7.87% |
| 7 | Turning Point Brands, Inc. | 181,500 | $19.7M | 7.30% |
| 8 | LendingClub Corporation | 860,000 | $16.3M | 6.04% |
| 9 | News Corporation | 601,500 | $15.7M | 5.83% |
| 10 | IAC Inc. | 315,000 | $12.3M | 4.57% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Communication Services | 3 | $66.3M | 24.6% |
| Consumer Defensive | 2 | $52.6M | 19.5% |
| Financial Services | 2 | $51.7M | 19.2% |
| Unknown | 3 | $51.2M | 19.0% |
| Consumer Cyclical | 4 | $47.7M | 17.7% |