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 | $60.66 | -0.56% | 91.90% | -18.89% | $26.3M | 13.83% | — | HELD |
| 2 | ENVA | ENOVA INTL INC | $254.14 | 0.31% | 152.72% | 670.59% | $23.1M | 12.15% | — | HELD |
| 3 | CCOI | COGENT COMM HOLDINGS INC | $13.50 | 1.96% | -69.16% | -76.07% | $20.5M | 10.77% | — | HELD |
| 4 | AMZN | AMAZON COM INC | $271.42 | 15.25% | 9.66% | 35.70% | $19.8M | 10.41% | — | HELD |
| 5 | META | META PLATFORMS INC | $556.34 | 3.21% | -27.89% | 43.33% | $19.2M | 10.08% | — | HELD |
| 6 | GOOG | ALPHABET INC | $356.65 | 6.88% | 76.17% | 131.42% | $14.3M | 7.55% | — | HELD |
| 7 | NWSA | NEWS CORP NEW | $27.56 | -1.89% | -2.70% | 30.78% | $12.0M | 6.30% | — | HELD |
| 8 | RUSHA | RUSH ENTERPRISES INC | $79.79 | -0.18% | 53.01% | 195.02% | $11.9M | 6.26% | — | HELD |
| 9 | TPB | TURNING PT BRANDS INC | $74.61 | -1.84% | -5.34% | 59.27% | $11.0M | 5.79% | — | HELD |
| 10 | LC | LENDINGCLUB ISSUANCE TR SER | $19.33 | 4.32% | 0.52% | — | $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 | $4.23 | 1.44% | 60.84% | -74.06% | $3.6M | 1.88% | — | HELD |
| 14 | LGIH | LGI HOMES INC | $54.57 | -4.46% | 0.17% | -65.96% | $2.2M | 1.14% | — | HELD |
Source: SEC EDGAR · accession 0001652327-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.