Harspring Capital Management, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Harspring Capital Management, LLC disclosed 15 US equity positions worth $261.2m in its Q3 2025 13F filing. The largest position was CCOI at 12.8% of the reported book, followed by META and DAR. Against the Q2 2025 filing, it opened 0 new positions, added to 3 and reduced 1 among the top 15 holdings.
What did Harspring Capital Management, LLC own in Q3 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | CCOI COGENT COMMUNICATIONS HLDGS | Communication Services | 12.8% | $33.6m | 875,000 | 2% | added |
| 2 | META META PLATFORMS INC | Communication Services | 12.5% | $32.7m | 44,500 | 0% | held |
| 3 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 10.8% | $28.2m | 915,000 | 10% | added |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 10.4% | $27.3m | 124,200 | 0% | held |
| 5 | ENVA ENOVA INTL INC | Financial Services | 9.9% | $26.0m | 225,500 | 0% | held |
| 6 | NWSA NEWS CORP NEW | Communication Services | 7.3% | $19.1m | 621,500 | 0% | held |
| 7 | TPB TURNING PT BRANDS INC | Consumer Defensive | 6.9% | $17.9m | 181,500 | 0% | held |
| 8 | PPLI IAC INC | Communication Services | 6.4% | $16.7m | 490,000 | 0% | held |
| 9 | GOOG ALPHABET INC | Communication Services | 6.3% | $16.5m | 67,650 | -7% | reduced |
| 10 | HAPN LENDINGCLUB CORP | Financial Services | 5.0% | $13.1m | 860,000 | 0% | held |
| 11 | RUSHA RUSH ENTERPRISES INC | Consumer Cyclical | 4.6% | $12.0m | 225,000 | 0% | held |
| 12 | UHAL/B U HAUL HOLDING COMPANY | 3.6% | $9.4m | 185,000 | 0% | held | |
| 13 | THRY THRYV HLDGS INC | 1.4% | $3.6m | 300,000 | 0% | held | |
| 14 | LGIH LGI HOMES INC | Consumer Cyclical | 1.4% | $3.6m | 69,500 | 0% | held |
| 15 | DIBS 1STDIBS COM INC | 0.6% | $1.6m | 610,000 | 22% | added |
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.