Latest Harspring Capital Management, LLC Stock Portfolio
$53.71Million | No. of Holdings #7
Harspring Capital Management, LLC Performance
2026 Q2+6.56%
YTD+5.17%
2025-7.31%
About Harspring Capital Management, LLC and 13F Hedge Fund Stock Holdings
Harspring Capital Management, LLC is a hedge fund based in New York, NY. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Harspring Capital Management, LLC reported an equity portfolio of $53.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Harspring Capital Management, LLC are DAR, GOOG, ENVA. The fund has invested 16.6% of it's portfolio in DARLING INGREDIENTS INC and 16.4% of portfolio in ALPHABET INC. <br><br> The fund managers got completely rid off NEWS CORP NEW (NWS), RUSH ENTERPRISES INC (RUSHA) and TURNING PT BRANDS INC (TPB) stocks. They significantly reduced their stock positions in ENOVA INTL INC (ENVA), AMAZON COM INC (AMZN) and DARLING INGREDIENTS INC (DAR).
Harspring Capital Management, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$53.71Million
as of Aug 14, 2026Harspring Capital Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Harspring Capital Management, LLC made a return of 6.56% in the last quarter. In trailing 12 months, it's portfolio return was 4.8%.
- Performance
- S&P 500
New Buys
No new stocks were added by Harspring Capital Management, LLC
Additions
No additions were made to existing positions by Harspring Capital Management, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| enova intl inc | -79.41 |
| amazon com inc | -63.16 |
| darling ingredients inc | -61.53 |
| meta platforms inc | -56.72 |
| alphabet inc | -50.00 |
| cogent comm holdings inc | -44.86 |
| 1stdibs com inc | -15.38 |
Harspring Capital Management, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| lendingclub issuance tr ser | -10,024,000 |
| news corp new | -11,966,400 |
| iac inc | -9,807,350 |
| rush enterprises inc | -11,899,800 |
| u haul holding company | -6,477,150 |
| turning pt brands inc | -11,005,700 |
| lgi homes inc | -2,174,150 |
Harspring Capital Management, LLC got rid off the above stocks
Sector Distribution
Harspring Capital Management, LLC has about 47.1% of it's holdings in Communication Services sector.
- Communication Services
- Consumer Cyclical
- Consumer Defensive
- Financial Services
| Sector | % |
|---|---|
| Communication Services | 47.1 |
| Consumer Cyclical | 20.5 |
| Consumer Defensive | 16.6 |
| Financial Services | 15.7 |
Market Cap. Distribution
Harspring Capital Management, LLC has about 47.2% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- MID-CAP
- SMALL-CAP
- MICRO-CAP
| Category | % |
|---|---|
| MEGA-CAP | 47.2 |
| MID-CAP | 32.3 |
| SMALL-CAP | 15.5 |
| MICRO-CAP | 5 |
Stocks belong to which Index?
About 78.4% of the stocks held by Harspring Capital Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- RUSSELL 2000
- Others
| Index | % |
|---|---|
| S&P 500 | 47.2 |
| RUSSELL 2000 | 31.2 |
| Others | 21.6 |
Harspring Capital Management, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Harspring Capital Management, LLC
Harspring Capital Management, LLC has 7 stocks in it's portfolio. CCOI proved to be the most loss making stock for the portfolio. ENVA was the most profitable stock for Harspring Capital Management, LLC last quarter.
$53.71MTotal Value
14.00Positions
14 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 Amazon Com Inc Amazon Com IncAMZN Harspring Capital Management, LLC's holding in Amazon Com Inc over time | 15.53% | 35,000 | $8.34M 15.53% | 63.16%decreased 63.16 percentreduced | |
 Cogent Comm Holdings Inc Harspring Capital Management, LLC's holding in Cogent Comm Holdings Inc over time | 15.49% | 599,418 | $8.32M 15.49% | 44.86%decreased 44.86 percentreduced | |
 Darling Ingredients Inc Harspring Capital Management, LLC's holding in Darling Ingredients Inc over time | 16.63% | 163,500 | $8.93M 16.63% | 61.53%decreased 61.53 percentreduced | |
 1stdibs Com Inc 1stdibs Com IncDIBS Harspring Capital Management, LLC's holding in 1stdibs Com Inc over time | 5.02% | 550,000 | $2.69M 5.02% | 15.38%decreased 15.38 percentreduced | |
 Enova Intl Inc Enova Intl IncENVA Harspring Capital Management, LLC's holding in Enova Intl Inc over time | 15.69% | 35,000 | $8.43M 15.69% | 79.41%decreased 79.41 percentreduced | |
 Alphabet Inc Alphabet IncGOOG Harspring Capital Management, LLC's holding in Alphabet Inc over time | 16.44% | 25,000 | $8.83M 16.44% | 50%decreased 50 percentreduced | |
| 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | ||
 Lendingclub Issuance Tr Ser Harspring Capital Management, LLC's holding in Lendingclub Issuance Tr Ser over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Lgi Homes Inc Lgi Homes IncLGIH Harspring Capital Management, LLC's holding in Lgi Homes Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Meta Platforms Inc Harspring Capital Management, LLC's holding in Meta Platforms Inc over time | 15.21% | 14,500 | $8.17M 15.21% | 56.72%decreased 56.72 percentreduced | |
 News Corp New Harspring Capital Management, LLC's holding in News Corp New over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 RUSHA Rush Enterprises IncRush Enterprises IncRUSHA | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 Turning Pt Brands Inc Harspring Capital Management, LLC's holding in Turning Pt Brands Inc over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
 U Haul Holding Company Harspring Capital Management, LLC's holding in U Haul Holding Company over time | 0% | 0.00 | $0.00 0% | 100%decreased 100 percentsold off | |
