Harspring Capital Management, LLC reported 7 positions worth $53.71M for the quarter ended Jun 30, 2026, down 71.7% on the prior quarter. It opened 0 new positions, added to 0, trimmed 7 and exited 7. Its largest holding is Darling Ingredients Inc. at 16.6% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
No positions were added to this quarter.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ENVA Enova International, Inc. | -135.0K | -79.4% | $32.50M | 15.69% |
| AMZN Amazon Com Inc | -60.0K | -63.2% | $14.30M | 15.53% |
| DAR Darling Ingredients Inc. | -261.5K | -61.5% | $14.28M | 16.63% |
| NWSA News Corp | -480.0K | -100.0% | $11.97M | Exited |
| RUSHA Rush Enterprises Inc \Tx\ | -270.0K | -100.0% | $11.90M | Exited |
| TPB Turning Point Brands, Inc. | -126.8K | -100.0% | $11.01M | Exited |
| META Meta Platforms, Inc. | -19.0K | -56.7% | $10.70M | 15.21% |
| HAPN Happen, Inc. | -700.0K | -100.0% | $10.02M | Exited |
| PPLI People Inc | -245.0K | -100.0% | $9.81M | Exited |
| GOOG Alphabet Inc. | -25.0K | -50.0% | $8.83M | 16.45% |
No new positions this quarter.
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NWSA News Corp | -480.0K | $11.97M | 6.3% |
| RUSHA Rush Enterprises Inc \Tx\ | -270.0K | $11.90M | 6.26% |
| TPB Turning Point Brands, Inc. | -126.8K | $11.01M | 5.79% |
| HAPN Happen, Inc. | -700.0K | $10.02M | 5.27% |
| PPLI People Inc | -245.0K | $9.81M | 5.16% |
| UHAL-B U-Haul Holding Co | -145.0K | $6.48M | 3.41% |
| LGIH LGI Homes, Inc. | -55.0K | $2.17M | 1.14% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | DAR Darling Ingredients Inc. | Consumer Staples | 163.5K | $8.93M | 16.63% | -261.5K | -61.5% | Reduced | 0.1% |
| 2 | GOOG Alphabet Inc. | Technology | 25.0K | $8.83M | 16.45% | -25.0K | -50.0% | Reduced | 0% |
| 3 | ENVA Enova International, Inc. | Financial Services | 35.0K | $8.43M | 15.69% | -135.0K | -79.4% | Reduced | 0.14% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 35.0K | $8.34M | 15.53% | -60.0K | -63.2% | Reduced | 0% |
| 5 | CCOI Cogent Communications Holdings, Inc. | Communication Services | 599.4K | $8.32M | 15.49% | -487.6K | -44.9% | Reduced | 1.17% |
| 6 | META Meta Platforms, Inc. | Technology | 14.5K | $8.17M | 15.21% | -19.0K | -56.7% | Reduced | 0% |
| 7 | DIBS 1stdibs.com, Inc. | Technology | 550.0K | $2.70M | 5.02% | -100.0K | -15.4% | Reduced | 1.6% |
Tip. Select a row to see that position’s full history at Harspring Capital Management.
As of its Q2 2026 13F filing, Harspring Capital Management, LLC’s five largest positions were Darling Ingredients Inc. (DAR) at 16.6%, Alphabet Inc. (GOOG) at 16.4%, Enova International, Inc. (ENVA) at 15.7%, Amazon Com Inc (AMZN) at 15.5%, Cogent Communications Holdings, Inc. (CCOI) at 15.5% of the reported portfolio.
Harspring Capital Management, LLC reported a 13F portfolio worth $53.71M across 7 positions for Q2 2026. That is down 71.7% from the previous quarter.
Its largest sales by value were Enova International, Inc. ($32.50M), Amazon Com Inc ($14.30M), Darling Ingredients Inc. ($14.28M). It exited 7 positions entirely.
From the Form 13F-HR reports Harspring Capital Management, LLC files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.