Harspring Capital Management
NEW YORK, NYfiles as Harspring Capital Management, LLC
$54m in 7 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 33.3% of the portfolio this quarter.
Value
$54m
Stocks
7
Top 10 share
100.0%
Turnover
33.3%
What changed this quarter
New
Bought for the first time this quarter.
None this quarter.
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Darling IngredientsDAR16.6% of the fund-62%
- AlphabetGOOG16.4% of the fund-50%
- Enova InternationalENVA15.7% of the fund-79%
- Amazon.comAMZN15.5% of the fund-63%
- Cogent Communications HoldingsCCOI15.5% of the fund-45%
- Meta PlatformsMETA15.2% of the fund-57%
- 1stdibs.comDIBS5.0% of the fund-15%
Sold out
Sold their entire stake.
- NewsNWSA-100%
- Rush EnterprisesRUSHA-100%
- Turning Point BrandsTPB-100%
- HappenHAPN-100%
- People Inc.PPLI-100%
- U-Haul HoldingUHAL-B-100%
- LGI HomesLGIH-100%
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Darling IngredientsDAR | 16.6% | $9m | 163,500 | -62% |
| AlphabetGOOG | 16.4% | $9m | 25,000 | -50% |
| Enova InternationalENVA | 15.7% | $8m | 35,000 | -79% |
| Amazon.comAMZN | 15.5% | $8m | 35,000 | -63% |
| Cogent Communications HoldingsCCOI | 15.5% | $8m | 599,418 | -45% |
| Meta PlatformsMETA | 15.2% | $8m | 14,500 | -57% |
| 1stdibs.comDIBS | 5.0% | $3m | 550,000 | -15% |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 81.1% since 30 June 2025.
Where the money is
Media & telecom47.1%
Retail & consumer20.5%
Everyday goods16.6%
Financial services15.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.