Q3 2025 · 13F-HR
Harspring Capital Management, LLCholdings as filed
Filed 2025-11-13 · accession 0001652327-25-000008
$261.2M
Reported value
15
Positions
2025-09-30
Period end
The Brief · Harspring Capital Management, LLC · Q3 2025
AI · grounded in 13F
Harspring Capital Management, LLC established a new position in Cogent Communications Hldgs CCOI valued at $33.6M. The fund also initiated new stakes in Meta Platforms Inc META for $32.7M and Darling Ingredients Inc DAR for $28.2M. Additional new positions include Amazon Com Inc AMZN and Enova Intl Inc ENVA.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 19239V302 | CCOI | COGENT COMMUNICATIONS HLDGS | $33.6M | 12.8% | 875,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $32.7M | 12.5% | 44,500 | Common | SOLE |
| 237266101 | DAR | DARLING INGREDIENTS INC | $28.2M | 10.8% | 915,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $27.3M | 10.4% | 124,200 | Common | SOLE |
| 29357K103 | ENVA | ENOVA INTL INC | $26.0M | 9.94% | 225,500 | Common | SOLE |
| 65249B109 | NWSA | NEWS CORP NEW | $19.1M | 7.31% | 621,500 | Common | SOLE |
| 90041L105 | TPB | TURNING PT BRANDS INC | $17.9M | 6.87% | 181,500 | Common | SOLE |
| 44891N208 | IAC | IAC INC | $16.7M | 6.39% | 490,000 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $16.5M | 6.31% | 67,650 | Common | SOLE |
| 52603A208 | LC | LENDINGCLUB CORP | $13.1M | 5.00% | 860,000 | Common | SOLE |
| 781846209 | RUSHA | RUSH ENTERPRISES INC | $12.0M | 4.61% | 225,000 | Common | SOLE |
| 023586506 | UHAL/B | U HAUL HOLDING COMPANY | $9.4M | 3.60% | 185,000 | Common | SOLE |
| 886029206 | THRY | THRYV HLDGS INC | $3.6M | 1.39% | 300,000 | Common | SOLE |
| 50187T106 | LGIH | LGI HOMES INC | $3.6M | 1.38% | 69,500 | Common | SOLE |
| 320551104 | DIBS | 1STDIBS COM INC | $1.6M | 0.60% | 610,000 | 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.