Harspring Capital Management, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Harspring Capital Management, LLC disclosed 16 US equity positions worth $261.5m in its Q1 2025 13F filing. The largest position was CCOI at 20.7% of the reported book, followed by META and AMZN. Against the Q4 2024 filing, it opened 0 new positions, added to 1 and reduced 12 among the top 16 holdings.
What did Harspring Capital Management, LLC own in Q1 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | CCOI Cogent Communications Holdings, Inc. | Communication Services | 20.7% | $54.2m | 884,797 | -14% | reduced |
| 2 | META Meta Platforms, Inc. | Communication Services | 9.8% | $25.6m | 44,500 | -17% | reduced |
| 3 | AMZN Amazon.com, Inc. | Consumer Cyclical | 9.4% | $24.6m | 129,200 | -13% | reduced |
| 4 | PPLI IAC Inc. | Communication Services | 8.6% | $22.5m | 490,000 | -10% | reduced |
| 5 | ENVA Enova International, Inc. | Financial Services | 8.3% | $21.8m | 225,500 | -25% | reduced |
| 6 | Enstar Group Limited | 7.9% | $20.6m | 62,000 | 0% | held | |
| 7 | NWSA News Corporation | Communication Services | 6.5% | $16.9m | 621,500 | -18% | reduced |
| 8 | GOOG Alphabet Inc. | Communication Services | 5.8% | $15.3m | 97,650 | -17% | reduced |
| 9 | RUSHA Rush Enterprises, Inc. | Consumer Cyclical | 4.6% | $12.0m | 225,000 | -22% | reduced |
| 10 | UHAL/B U-Haul Holding Company | 4.2% | $10.9m | 185,000 | -20% | reduced | |
| 11 | TPB Turning Point Brands, Inc. | Consumer Defensive | 4.1% | $10.8m | 181,500 | 0% | held |
| 12 | HAPN LendingClub Corporation | Financial Services | 4.0% | $10.4m | 1,010,000 | -5% | reduced |
| 13 | THRY Thryv Holdings, Inc. | 3.5% | $9.1m | 707,500 | -20% | reduced | |
| 14 | LGIH LGI Homes, Inc. | Consumer Cyclical | 1.8% | $4.6m | 69,500 | 50% | added |
| 15 | DIBS 1stdibs.Com, Inc. | 0.6% | $1.5m | 500,000 | 0% | held | |
| 16 | OEC Orion S.A. | Basic Materials | 0.2% | $584.3k | 45,187 | -79% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.