Q2 2023 · 13F-HR
Harspring Capital Management, LLCholdings as filed
Filed 2023-08-14 · accession 0001835407-23-000007
$402.3M
Reported value
16
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 44891N208 | IAC | IAC Inc. | $72.2M | 18.0% | 1,150,000 | Common | SOLE |
| 19239V302 | CCOI | Cogent Communications Holdings, Inc. | $38.7M | 9.62% | 575,000 | Common | SOLE |
| 30303M102 | META | Meta Platforms, Inc. | $33.0M | 8.20% | 115,000 | Common | SOLE |
| G3075P101 | ESGRUSD | Enstar Group Limited | $31.6M | 7.86% | 129,500 | Common | SOLE |
| 084670702 | BRK/B | Berkshire Hathaway Inc. | $30.3M | 7.54% | 89,000 | Common | SOLE |
| 29357K103 | ENVA | Enova International, Inc. | $30.2M | 7.51% | 569,000 | Common | SOLE |
| 023135106 | AMZN | Amazon.com, Inc. | $30.0M | 7.45% | 230,000 | Common | SOLE |
| 023586506 | UHAL/B | U-Haul Holding Company | $26.2M | 6.52% | 517,500 | Common | SOLE |
| 52603A208 | LC | LendingClub Corporation | $23.0M | 5.71% | 2,355,000 | Common | SOLE |
| 65249B109 | NWSA | News Corporation | $22.4M | 5.57% | 1,150,000 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc. | $17.6M | 4.38% | 145,500 | Common | SOLE |
| 781846209 | RUSHA | Rush Enterprises, Inc. | $14.0M | 3.47% | 230,000 | Common | SOLE |
| L72967109 | OEC | Orion S.A. | $13.5M | 3.35% | 635,000 | Common | SOLE |
| 00181T107 | GOLD | A-Mark Precious Metals, Inc. | $7.2M | 1.78% | 191,500 | Common | SOLE |
| 50187T106 | LGIH | LGI Homes, Inc. | $6.9M | 1.73% | 51,500 | Common | SOLE |
| 93148P102 | WD | Walker & Dunlop, Inc. | $5.4M | 1.35% | 68,472 | 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.