Institutional
Harspring Capital Management, LLC
CIK 0001652327
$190.1M
Reported AUM
14
Positions
Q1 2026
Period
2026-05-13
Filed
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%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DAR | DARLING INGREDIENTS INC | $58.62 | 0.34% | 85.60% | -21.55% | $26.3M | 13.83% | — | HELD |
| 2 | ENVA | ENOVA INTL INC | $244.71 | -1.74% | 144.76% | 646.30% | $23.1M | 12.15% | — | HELD |
| 3 | CCOI | COGENT COMM HOLDINGS INC | $12.69 | -2.01% | -70.42% | -77.04% | $20.5M | 10.77% | — | HELD |
| 4 | AMZN | AMAZON COM INC | $226.46 | -1.91% | 7.50% | 33.03% | $19.8M | 10.41% | — | HELD |
| 5 | META | META PLATFORMS INC | $585.07 | -1.41% | -20.62% | 57.79% | $19.2M | 10.08% | — | HELD |
| 6 | GOOG | ALPHABET INC | $335.92 | 1.00% | 75.60% | 130.67% | $14.3M | 7.55% | — | HELD |
| 7 | NWSA | NEWS CORP NEW | $28.82 | 2.27% | -2.39% | 31.20% | $12.0M | 6.30% | — | HELD |
| 8 | RUSHA | RUSH ENTERPRISES INC | $81.62 | 3.55% | 49.05% | 187.38% | $11.9M | 6.26% | — | HELD |
| 9 | TPB | TURNING PT BRANDS INC | $76.43 | -5.29% | -3.26% | 62.77% | $11.0M | 5.79% | — | HELD |
| 10 | LC | LENDINGCLUB ISSUANCE TR SER | $18.95 | 1.07% | -1.46% | — | $10.0M | 5.27% | — | HELD |
| 11 | IAC | IAC INC | — | — | — | — | $9.8M | 5.16% | — | HELD |
| 12 | UHAL/B | U HAUL HOLDING COMPANY | — | — | — | — | $6.5M | 3.41% | — | HELD |
| 13 | DIBS | 1STDIBS COM INC | $4.18 | 1.21% | 58.94% | -74.37% | $3.6M | 1.88% | — | HELD |
| 14 | LGIH | LGI HOMES INC | $58.05 | -5.46% | 6.55% | -63.79% | $2.2M | 1.14% | — | HELD |
Source: SEC EDGAR · accession 0001652327-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.