Harspring Capital Management, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Harspring Capital Management, LLC disclosed 17 US equity positions worth $284.2m in its Q2 2025 13F filing. The largest position was CCOI at 14.5% of the reported book, followed by META and DAR. Against the Q1 2025 filing, it opened 2 new positions, added to 0 and reduced 5 among the top 17 holdings.
What did Harspring Capital Management, LLC own in Q2 2025? Top 17 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CCOI COGENT COMMUNICATIONS HLDGS | Communication Services | 14.5% | $41.2m | 854,797 | -3% | reduced |
| 2 | META META PLATFORMS INC | Communication Services | 11.6% | $32.8m | 44,500 | 0% | held |
| 3 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 11.1% | $31.7m | 835,000 | – | new |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 9.6% | $27.2m | 124,200 | -4% | reduced |
| 5 | ENVA ENOVA INTL INC | Financial Services | 8.8% | $25.1m | 225,500 | 0% | held |
| 6 | ENSTAR GROUP LIMITED | 7.3% | $20.9m | 62,000 | 0% | held | |
| 7 | NWSA NEWS CORP NEW | Communication Services | 6.5% | $18.5m | 621,500 | 0% | held |
| 8 | PPLI IAC INC | Communication Services | 6.4% | $18.3m | 490,000 | 0% | held |
| 9 | TPB TURNING PT BRANDS INC | Consumer Defensive | 4.8% | $13.8m | 181,500 | 0% | held |
| 10 | GOOG ALPHABET INC | Communication Services | 4.5% | $12.9m | 72,650 | -26% | reduced |
| 11 | RUSHA RUSH ENTERPRISES INC | Consumer Cyclical | 4.1% | $11.6m | 225,000 | 0% | held |
| 12 | HAPN LENDINGCLUB CORP | Financial Services | 3.6% | $10.3m | 860,000 | -15% | reduced |
| 13 | UHAL/B U HAUL HOLDING COMPANY | 3.5% | $10.1m | 185,000 | 0% | held | |
| 14 | THRY THRYV HLDGS INC | 1.3% | $3.6m | 300,000 | -58% | reduced | |
| 15 | LGIH LGI HOMES INC | Consumer Cyclical | 1.3% | $3.6m | 69,500 | 0% | held |
| 16 | DIBS 1STDIBS COM INC | 0.5% | $1.4m | 500,000 | 0% | held | |
| 17 | MRVI MARAVAI LIFESCIENCES HLDGS I | Healthcare | 0.4% | $1.2m | 500,000 | – | new |
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.