Q4 2024 · 13F-HR
Harspring Capital Management, LLCholdings as filed
Filed 2025-02-13 · accession 0001652327-25-000003
$351.8M
Reported value
17
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 19239V302 | CCOI | Cogent Communications Holdings, Inc. | $79.8M | 22.7% | 1,034,797 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc. | $32.7M | 9.31% | 149,200 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. | $31.3M | 8.91% | 53,500 | Common | SOLE |
| 29357K103 | ENVA | Enova International, Inc. | $29.0M | 8.24% | 302,360 | Common | SOLE |
| 44891N208 | IAC | IAC Inc. | $23.5M | 6.68% | 545,000 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc. | $22.4M | 6.37% | 117,650 | Common | SOLE |
| 65249B109 | NWSA | News Corporation | $20.8M | 5.92% | 756,500 | Common | SOLE |
| G3075P101 | ESGRUSD | Enstar Group Limited | $20.0M | 5.68% | 62,000 | Common | SOLE |
| 52603A208 | LC | LendingClub Corporation | $17.2M | 4.88% | 1,060,000 | Common | SOLE |
| 781846209 | RUSHA | Rush Enterprises, Inc. | $15.9M | 4.52% | 290,000 | Common | SOLE |
| 023586506 | UHAL/B | U-Haul Holding Company | $14.7M | 4.19% | 230,000 | Common | SOLE |
| 886029206 | THRY | Thryv Holdings, Inc. | $13.1M | 3.71% | 882,500 | Common | SOLE |
| 084670702 | BRK/B | Berkshire Hathaway Inc. | $11.1M | 3.16% | 24,500 | Common | SOLE |
| 90041L105 | TPB | Turning Point Brands, Inc. | $10.9M | 3.10% | 181,500 | Common | SOLE |
| 50187T106 | LGIH | LGI Homes, Inc. | $4.1M | 1.18% | 46,350 | Common | SOLE |
| L72967109 | OEC | Orion S.A. | $3.5M | 0.99% | 220,000 | Common | SOLE |
| 320551104 | DIBS | 1stdibs.Com, Inc. | $1.8M | 0.50% | 500,000 | 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.