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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DAR | DARLING INGREDIENTS INC | $59.45 | -2.09% | 93.33% | -13.93% | $26.3M | 13.83% | −490,000 | −53.6% |
| 2 | ENVA | ENOVA INTL INC | $168.82 | 0.57% | 74.87% | 410.18% | $23.1M | 12.15% | −55,500 | −24.6% |
| 3 | CCOI | COGENT COMM HOLDINGS INC | $16.83 | -2.66% | -63.72% | -71.78% | $20.5M | 10.77% | −315,500 | −22.5% |
| 4 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $19.8M | 10.41% | −29,200 | −23.5% |
| 5 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $19.2M | 10.08% | −11,000 | −24.7% |
| 6 | GOOG | ALPHABET INC | $365.76 | -0.95% | 109.82% | 172.71% | $14.3M | 7.55% | −17,650 | −26.1% |
| 7 | NWSA | NEWS CORP NEW | $27.26 | 1.56% | -1.23% | 15.78% | $12.0M | 6.30% | −121,500 | −20.2% |
| 8 | RUSHA | RUSH ENTERPRISES INC | $67.02 | 1.36% | 34.07% | 130.30% | $11.9M | 6.26% | −45,000 | −20.0% |
| 9 | TPB | TURNING PT BRANDS INC | $86.55 | -1.27% | 14.04% | 69.21% | $11.0M | 5.79% | −54,692 | −30.1% |
| 10 | LC | LENDINGCLUB ISSUANCE TR SER | $17.15 | -2.39% | 61.79% | -29.71% | $10.0M | 5.27% | −160,000 | −18.6% |
| 11 | IAC | IAC INC | $41.70 | -4.25% | 17.40% | -69.23% | $9.8M | 5.16% | −70,000 | −22.2% |
| 12 | UHAL/B | U HAUL HOLDING COMPANY | — | — | — | — | $6.5M | 3.41% | −40,000 | −21.6% |
| 13 | DIBS | 1STDIBS COM INC | $4.09 | -3.31% | 48.19% | -74.83% | $3.6M | 1.88% | −10,000 | −1.5% |
| 14 | LGIH | LGI HOMES INC | $50.35 | -0.51% | 2.84% | -70.54% | $2.2M | 1.14% | −14,500 | −20.9% |
Source: SEC EDGAR · accession 0001652327-26-000005. 13F discloses long positions only — shorts, foreign equities, and options are excluded.