Harspring Capital Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Harspring Capital Management, LLC disclosed 14 US equity positions worth $190.1m in its Q1 2026 13F filing. The largest position was DAR at 13.8% of the reported book, followed by ENVA and CCOI.
What did Harspring Capital Management, LLC own in Q1 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | DAR DARLING INGREDIENTS INC | Consumer Defensive | 13.8% | $26.3m | 425,000 | – | |
| 2 | ENVA ENOVA INTL INC | Financial Services | 12.1% | $23.1m | 170,000 | – | |
| 3 | CCOI COGENT COMM HOLDINGS INC | Communication Services | 10.8% | $20.5m | 1,087,000 | – | |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 10.4% | $19.8m | 95,000 | – | |
| 5 | META META PLATFORMS INC | Communication Services | 10.1% | $19.2m | 33,500 | – | |
| 6 | GOOG ALPHABET INC | Communication Services | 7.5% | $14.3m | 50,000 | – | |
| 7 | NWSA NEWS CORP NEW | Communication Services | 6.3% | $12.0m | 480,000 | – | |
| 8 | RUSHA RUSH ENTERPRISES INC | Consumer Cyclical | 6.3% | $11.9m | 180,000 | – | |
| 9 | TPB TURNING PT BRANDS INC | Consumer Defensive | 5.8% | $11.0m | 126,808 | – | |
| 10 | HAPN LENDINGCLUB ISSUANCE TR SER | Financial Services | 5.3% | $10.0m | 700,000 | – | |
| 11 | PPLI IAC INC | Communication Services | 5.2% | $9.8m | 245,000 | – | |
| 12 | UHAL/B U HAUL HOLDING COMPANY | 3.4% | $6.5m | 145,000 | – | ||
| 13 | DIBS 1STDIBS COM INC | 1.9% | $3.6m | 650,000 | – | ||
| 14 | LGIH LGI HOMES INC | Consumer Cyclical | 1.1% | $2.2m | 55,000 | – |
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.