CIK: 0001652327
Total reported value
$190.1M
Reporting period: 2026-03-31 · Number of holdings: 14
Harspring Capital Management, LLC disclosed 14 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $190.1M and a quarterly turnover rate of 34.6%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "H"
Harspring Capital Management, LLC's disclosed holdings carry a Herfindahl concentration index of 0.091 — mathematically equivalent to about 11 equally-sized positions, close to its 14 actual disclosed holdings. Value is spread relatively evenly across the portfolio rather than concentrated in a handful of names.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.54), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Add RUSHA
-20.0% -$236.7K
Add DAR
-53.6% -$6.7M
Trim TPB
-30.1% -$8.7M
Trim ENVA
-24.6% -$12.4M
Trim META
-24.7% -$10.2M
Trim HAPN
-18.6% -$6.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DAR | Darling Ingredients INC | Stock-Consumer Staples | 13.83% | +1.61% | -53.55% | |
| 2 | ENVA | Enova International INC | Stock-Financials | 12.15% | -1.00% | -24.61% | |
| 3 | CCOI | Cogent Communications Holdin | Stock-Other | 10.77% | -0.45% | -22.50% | |
| 4 | AMZN | Amazon.com INC | Stock-Consumer Disc | 10.41% | -0.22% | -23.51% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 10.08% | -0.82% | -24.72% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.55% | -0.32% | -26.09% | |
| 7 | NWSA | News CORP - Class A | Stock-Comm Services | 6.30% | +0.47% | -20.20% | |
| 8 | RUSHA | Rush Enterprises Inc-cl A | Stock-Consumer Disc | 6.26% | +1.76% | -20.00% | |
| 9 | TPB | Turning Point Brands INC | Stock-Other | 5.79% | -1.51% | -30.13% | |
| 10 | HAPN | Happen INC | Stock-Other | 5.27% | -0.77% | -18.60% | |
| 11 | PPLI | People INC | Stock-Comm Services | 5.16% | +0.59% | -22.22% | |
| 12 | UHAL-B | U-haul Holding Co-non Voting | Stock-Other | 3.41% | +0.20% | -21.62% | |
| 13 | DIBS | 1stdibs.com INC | Stock-Other | 1.88% | +0.41% | -1.52% | |
| 14 | LGIH | Lgi Homes INC | Stock-Other | 1.14% | +0.03% | -20.86% |
Performance for Q3 2026
-0.2%
Performance Last 4 Quarters
+5.1%
Based on 83% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 14 | $190.1M | 35 | |
| 2025-12-31 | 14 | $269.6M | 18 | |
| 2025-09-30 | 15 | $261.2M | 41 | |
| 2025-06-30 | 17 | $284.2M | 0 | |
| 2025-03-31 | 16 | $261.5M | 100 | |
| 2024-12-31 | 17 | $351.8M | 0 | |
| 2024-09-30 | 18 | $420.6M | 0 | |
| 2024-06-30 | 18 | $394.9M | 0 | |
| 2024-03-31 | 17 | $423.8M | 0 | |
| 2023-12-31 | 17 | $421.9M | 0 | |
| 2023-09-30 | 18 | $377.1M | 0 | |
| 2023-06-30 | 16 | $402.3M | 0 | |
| 2023-03-31 | 17 | $375.6M | 0 | |
| 2022-12-31 | 18 | $387.4M | 0 | |
| 2022-09-30 | 18 | $418.0M | 0 | |
| 2022-06-30 | 19 | $445.9M | 0 | |
| 2022-03-31 | 28 | $605.9M | 0 | |
| 2021-12-31 | 33 | $610.7M | 0 | |
| 2021-09-30 | 38 | $649.8M | 0 | |
| 2021-06-30 | 38 | $673.0M | 100 | |
| 2021-03-31 | 34 | $573.3M | 40 | |
| 2020-12-31 | 34 | $488.1M | 56 | |
| 2020-09-30 | 27 | $360.1M | 70 | |
| 2020-06-30 | 22 | $296.4M | 86 | |
| 2020-03-31 | 22 | $178.9M | 100 | |
| 2019-12-31 | 31 | $154.6M | — |
Harspring Capital Management, LLC's most significant position changes for 2026-03-31: Trim: Rush Enterprises Inc-cl A (RUSHA) — shares -20.00%; Trim: Darling Ingredients INC (DAR) — shares -53.55%; Trim: Turning Point Brands INC (TPB) — shares -30.13%; Trim: Enova International INC (ENVA) — shares -24.61%; Trim: Meta Platforms Inc-class A (META) — shares -24.72%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RUSHA | Rush Enterprises Inc-cl A | +1.8% | -20.00% | Trim |
| 2 | DAR | Darling Ingredients INC | +1.6% | -53.55% | Trim |
| 3 | PPLI | People INC | +0.6% | -22.22% | Trim |
| 4 | NWSA | News CORP - Class A | +0.5% | -20.20% | Trim |
| 5 | DIBS | 1stdibs.com INC | +0.4% | -1.52% | Trim |
| 6 | UHAL-B | U-haul Holding Co-non Voting | +0.2% | -21.62% | Trim |
| 7 | LGIH | Lgi Homes INC | 0% | -20.86% | Trim |
| 8 | AMZN | Amazon.com INC | -0.2% | -23.51% | Trim |
| 9 | GOOG | Alphabet Inc-cl C | -0.3% | -26.09% | Trim |
| 10 | CCOI | Cogent Communications Holdin | -0.5% | -22.50% | Trim |
| 11 | HAPN | Happen INC | -0.8% | -18.60% | Trim |
| 12 | META | Meta Platforms Inc-class A | -0.8% | -24.72% | Trim |
| 13 | ENVA | Enova International INC | -1% | -24.61% | Trim |
| 14 | TPB | Turning Point Brands INC | -1.5% | -30.13% | Trim |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-13 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-13 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-13 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-15 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-13 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-14 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-13 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-14 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-14 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-13 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-14 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-12 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-12-05 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-12 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-16 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-14 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-13 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-16 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-10 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-14 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-12 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-13 | 13F-HR | View on EDGAR |
Institutions with a similar AUM
CIK 0001834913
Total reported value
$190.1M
41 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001386364
Total reported value
$190.0M
84 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0001517666
Total reported value
$190.2M
23 stks
2026-03-31
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0000021175
Total reported value
$235.2M
15 stks
2026-03-31
2 of the top 5 holdings overlap, including Meta Platforms Inc-class A
CIK 0000060086
Total reported value
$11.9B
26 stks
2026-03-31
2 of the top 5 holdings overlap, including Meta Platforms Inc-class A
CIK 0000276101
Total reported value
$6.1B
109 stks
2026-03-31
2 of the top 5 holdings overlap, including Amazon.com INC