Q1 2024 · 13F-HR
Harspring Capital Management, LLCholdings as filed
Filed 2024-05-14 · accession 0001652327-24-000003
$423.8M
Reported value
17
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 19239V302 | CCOI | Cogent Communications Holdings, Inc. | $72.5M | 17.1% | 1,110,000 | Common | SOLE |
| G3075P101 | ESGRUSD | Enstar Group Limited | $58.5M | 13.8% | 188,250 | Common | SOLE |
| 44891N208 | IAC | IAC Inc. | $45.9M | 10.8% | 860,000 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. | $39.4M | 9.30% | 81,200 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc. | $37.7M | 8.90% | 209,200 | Common | SOLE |
| 29357K103 | ENVA | Enova International, Inc. | $27.0M | 6.37% | 430,000 | Common | SOLE |
| 65249B109 | NWSA | News Corporation | $22.8M | 5.37% | 870,000 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc. | $19.4M | 4.59% | 127,650 | Common | SOLE |
| 023586506 | UHAL/B | U-Haul Holding Company | $19.3M | 4.56% | 290,000 | Common | SOLE |
| 781846209 | RUSHA | Rush Enterprises, Inc. | $17.7M | 4.17% | 330,000 | Common | SOLE |
| 084670702 | BRK/B | Berkshire Hathaway Inc. | $14.7M | 3.47% | 35,000 | Common | SOLE |
| L72967109 | OEC | Orion S.A. | $13.3M | 3.14% | 565,000 | Common | SOLE |
| 52603A208 | LC | LendingClub Corporation | $10.2M | 2.41% | 1,160,000 | Common | SOLE |
| 886029206 | THRY | Thryv Holdings, Inc. | $8.7M | 2.05% | 390,000 | Common | SOLE |
| 93148P102 | WD | Walker & Dunlop, Inc. | $6.6M | 1.55% | 65,000 | Common | SOLE |
| 50187T106 | LGIH | LGI Homes, Inc. | $5.4M | 1.27% | 46,350 | Common | SOLE |
| 90041L105 | TPB | Turning Point Brands, Inc. | $4.7M | 1.11% | 160,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.