Harspring Capital Management, Llc Portfolio Stock Holdings
Harspring Capital Management, Llc disclosed 14 stock positions valued at approximately $190.1 million in its latest SEC 13F filing. The largest holdings include DARLING INGREDIENTS INC, ENOVA INTL INC, and COGENT COMM HOLDINGS INC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 14
- Portfolio Value
- $190.1M
Holdings by Sector
Harspring Capital Management, Llc Portfolio Holdings in Q1 2026
14 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 13.83% | 425,000 | -490,000 | -53.55% | $26,286,250 |
| ENOVA INTL INC | ENVA | Financial Services | 12.15% | 170,000 | -55,500 | -24.61% | $23,091,100 |
| COGENT COMM HOLDINGS INC | CCOI | Communication Services | 10.77% | 1,087,000 | -315,500 | -22.50% | $20,479,080 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 10.41% | 95,000 | -29,200 | -23.51% | $19,785,650 |
| META PLATFORMS INC | META | Communication Services | 10.08% | 33,500 | -11,000 | -24.72% | $19,166,355 |
| ALPHABET INC | GOOG | Communication Services | 7.55% | 50,000 | -17,650 | -26.09% | $14,343,000 |
| NEWS CORP NEW | NWSA | Communication Services | 6.30% | 480,000 | -121,500 | -20.20% | $11,966,400 |
| RUSH ENTERPRISES INC | RUSHA | Consumer Cyclical | 6.26% | 180,000 | -45,000 | -20.00% | $11,899,800 |
| TURNING PT BRANDS INC | TPB | Consumer Defensive | 5.79% | 126,808 | -54,692 | -30.13% | $11,005,666 |
| LENDINGCLUB ISSUANCE TR SER | LC | Financial Services | 5.27% | 700,000 | -160,000 | -18.60% | $10,024,000 |
| IAC INC | IAC | Communication Services | 5.16% | 245,000 | -70,000 | -22.22% | $9,807,350 |
| U HAUL HOLDING COMPANY | UHAL-B | Industrials | 3.41% | 145,000 | -40,000 | -21.62% | $6,477,150 |
| 1STDIBS COM INC | DIBS | Consumer Cyclical | 1.88% | 650,000 | -10,000 | -1.52% | $3,575,000 |
| LGI HOMES INC | LGIH | Consumer Cyclical | 1.14% | 55,000 | -14,500 | -20.86% | $2,174,150 |