Q1 2025 · 13F-HR
Harspring Capital Management, LLCholdings as filed
Filed 2025-05-15 · accession 0001652327-25-000004
$261.5M
Reported value
16
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 19239V302 | CCOI | Cogent Communications Holdings, Inc. | $54.2M | 20.7% | 884,797 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. | $25.6M | 9.81% | 44,500 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc. | $24.6M | 9.40% | 129,200 | Common | SOLE |
| 44891N208 | IAC | IAC Inc. | $22.5M | 8.61% | 490,000 | Common | SOLE |
| 29357K103 | ENVA | Enova International, Inc. | $21.8M | 8.33% | 225,500 | Common | SOLE |
| G3075P101 | ESGRUSD | Enstar Group Limited | $20.6M | 7.88% | 62,000 | Common | SOLE |
| 65249B109 | NWSA | News Corporation | $16.9M | 6.47% | 621,500 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc. | $15.3M | 5.83% | 97,650 | Common | SOLE |
| 781846209 | RUSHA | Rush Enterprises, Inc. | $12.0M | 4.60% | 225,000 | Common | SOLE |
| 023586506 | UHAL/B | U-Haul Holding Company | $10.9M | 4.19% | 185,000 | Common | SOLE |
| 90041L105 | TPB | Turning Point Brands, Inc. | $10.8M | 4.13% | 181,500 | Common | SOLE |
| 52603A208 | LC | LendingClub Corporation | $10.4M | 3.99% | 1,010,000 | Common | SOLE |
| 886029206 | THRY | Thryv Holdings, Inc. | $9.1M | 3.47% | 707,500 | Common | SOLE |
| 50187T106 | LGIH | LGI Homes, Inc. | $4.6M | 1.77% | 69,500 | Common | SOLE |
| 320551104 | DIBS | 1stdibs.Com, Inc. | $1.5M | 0.58% | 500,000 | Common | SOLE |
| L72967109 | OEC | Orion S.A. | $584,268 | 0.22% | 45,187 | 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.