Q2 2025 · 13F-HR
Harspring Capital Management, LLCholdings as filed
Filed 2025-08-13 · accession 0001652327-25-000006
The Brief · Harspring Capital Management, LLC · Q2 2025
AI · grounded in 13F
Harspring Capital Management, LLC established a new position in Cogent Communications Hldgs CCOI valued at $41.2M. The fund also initiated new stakes in Meta Platforms Inc META for $32.8M and Darling Ingredients Inc DAR for $31.7M. Additional new positions include Amazon Com Inc AMZN at $27.2M and Enova Intl Inc ENVA at $25.1M. Total assets under management stand at $284.2M across 17 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 19239V302 | CCOI | COGENT COMMUNICATIONS HLDGS | $41.2M | 14.5% | 854,797 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $32.8M | 11.6% | 44,500 | Common | SOLE |
| 237266101 | DAR | DARLING INGREDIENTS INC | $31.7M | 11.1% | 835,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $27.2M | 9.59% | 124,200 | Common | SOLE |
| 29357K103 | ENVA | ENOVA INTL INC | $25.1M | 8.85% | 225,500 | Common | SOLE |
| G3075P101 | ESGRUSD | ENSTAR GROUP LIMITED | $20.9M | 7.34% | 62,000 | Common | SOLE |
| 65249B109 | NWSA | NEWS CORP NEW | $18.5M | 6.50% | 621,500 | Common | SOLE |
| 44891N208 | IAC | IAC INC | $18.3M | 6.44% | 490,000 | Common | SOLE |
| 90041L105 | TPB | TURNING PT BRANDS INC | $13.8M | 4.84% | 181,500 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $12.9M | 4.53% | 72,650 | Common | SOLE |
| 781846209 | RUSHA | RUSH ENTERPRISES INC | $11.6M | 4.08% | 225,000 | Common | SOLE |
| 52603A208 | LC | LENDINGCLUB CORP | $10.3M | 3.64% | 860,000 | Common | SOLE |
| 023586506 | UHAL/B | U HAUL HOLDING COMPANY | $10.1M | 3.54% | 185,000 | Common | SOLE |
| 886029206 | THRY | THRYV HLDGS INC | $3.6M | 1.28% | 300,000 | Common | SOLE |
| 50187T106 | LGIH | LGI HOMES INC | $3.6M | 1.26% | 69,500 | Common | SOLE |
| 320551104 | DIBS | 1STDIBS COM INC | $1.4M | 0.48% | 500,000 | Common | SOLE |
| 56600D107 | MRVI | MARAVAI LIFESCIENCES HLDGS I | $1.2M | 0.42% | 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.