Harspring Capital Management, LLC: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1652327) · Explore on the interactive board
Harspring Capital Management, LLC disclosed 7 US equity positions worth $53.7m in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is DAR at 16.6% of the reported book, followed by GOOG, ENVA. The top ten holdings are 100.0% of the book, and the portfolio behaves like about 7 equal-weight positions. Versus the prior filing it opened 0 new positions, added to 0, reduced 7 and exited 7. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Harspring Capital Management, LLC own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 0 new, 0 added, 7 reduced, 7 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 16.6% | $8.9m | 163,500 | -62% | reduced |
| 2 | GOOG ALPHABET INC | Communication Services | 16.4% | $8.8m | 25,000 | -50% | reduced |
| 3 | ENVA ENOVA INTL INC | Financial Services | 15.7% | $8.4m | 35,000 | -79% | reduced |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 15.5% | $8.3m | 35,000 | -63% | reduced |
| 5 | CCOI COGENT COMM HOLDINGS INC | Communication Services | 15.5% | $8.3m | 599,418 | -45% | reduced |
| 6 | META META PLATFORMS INC | Communication Services | 15.2% | $8.2m | 14,500 | -57% | reduced |
| 7 | DIBS 1STDIBS COM INC | 5.0% | $2.7m | 550,000 | -15% | reduced |
What did Harspring Capital Management, LLC sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| NWSA NEWS CORP NEW | 18.9% | $12.0m |
| RUSHA RUSH ENTERPRISES INC | 18.8% | $11.9m |
| TPB TURNING PT BRANDS INC | 17.4% | $11.0m |
| HAPN LENDINGCLUB ISSUANCE TR SER | 15.8% | $10.0m |
| PPLI IAC INC | 15.5% | $9.8m |
| UHAL/B U HAUL HOLDING COMPANY | 10.2% | $6.5m |
| LGIH LGI HOMES INC | 3.4% | $2.2m |
Sector mix
| Sector | Weight |
|---|---|
| Communication Services | 47.1% |
| Consumer Defensive | 16.6% |
| Financial Services | 15.7% |
| Consumer Cyclical | 15.5% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Harspring Capital Management, LLC's portfolio?
Across every quarter Harspring Capital Management, LLC has filed, its median largest position is 15.2% of the book and its median top-ten weight is 94.2%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 7.0 completed holding spells, the median lasted 1.0 quarters; 7.0 positions are still open and their final length is unknown.