Q1 2026 · 13F-HR
Harspring Capital Management, LLCholdings as filed
Filed 2026-05-13 · accession 0001652327-26-000005
$190.1M
Reported value
14
Positions
2026-03-31
Period end
The Brief · Harspring Capital Management, LLC · Q1 2026
AI · grounded in 13F
Harspring Capital Management, LLC reduced its position in Turning Point Brands Inc TPB by 30.13%. The fund trimmed all 14 of its holdings and added no new positions. Other notable reductions include Alphabet Inc GOOG by 26.09% and Meta Platforms Inc META by 24.72%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 237266101 | DAR | DARLING INGREDIENTS INC | $26.3M | 13.8% | 425,000 | Common | SOLE |
| 29357K103 | ENVA | ENOVA INTL INC | $23.1M | 12.1% | 170,000 | Common | SOLE |
| 19239V302 | CCOI | COGENT COMM HOLDINGS INC | $20.5M | 10.8% | 1,087,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $19.8M | 10.4% | 95,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $19.2M | 10.1% | 33,500 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $14.3M | 7.55% | 50,000 | Common | SOLE |
| 65249B109 | NWSA | NEWS CORP NEW | $12.0M | 6.30% | 480,000 | Common | SOLE |
| 781846209 | RUSHA | RUSH ENTERPRISES INC | $11.9M | 6.26% | 180,000 | Common | SOLE |
| 90041L105 | TPB | TURNING PT BRANDS INC | $11.0M | 5.79% | 126,808 | Common | SOLE |
| 52603A208 | LC | LENDINGCLUB ISSUANCE TR SER | $10.0M | 5.27% | 700,000 | Common | SOLE |
| 44891N208 | IAC | IAC INC | $9.8M | 5.16% | 245,000 | Common | SOLE |
| 023586506 | UHAL/B | U HAUL HOLDING COMPANY | $6.5M | 3.41% | 145,000 | Common | SOLE |
| 320551104 | DIBS | 1STDIBS COM INC | $3.6M | 1.88% | 650,000 | Common | SOLE |
| 50187T106 | LGIH | LGI HOMES INC | $2.2M | 1.14% | 55,000 | 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.