Latest Harspring Capital Management, LLC Stock Portfolio
$190Million– No. of Holdings #14
Harspring Capital Management, LLC Performance:
2026 Q1: -1.3%YTD: -1.3%2025: -7.31%
Performance for 2026 Q1 is -1.3%, and YTD is -1.3%, and 2025 is -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 2026-05-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Harspring Capital Management, LLC reported an equity portfolio of $190.1 Millions as of 31 Mar, 2026.
The top stock holdings of Harspring Capital Management, LLC are DAR, ENVA, CCOI. The fund has invested 13.8% of it's portfolio in DARLING INGREDIENTS INC and 12.2% of portfolio in ENOVA INTL INC.
They significantly reduced their stock positions in DARLING INGREDIENTS INC (DAR), TURNING PT BRANDS INC (TPB) and ALPHABET INC (GOOG).
The top stock holdings of Harspring Capital Management, LLC are DAR, ENVA, CCOI. The fund has invested 13.8% of it's portfolio in DARLING INGREDIENTS INC and 12.2% of portfolio in ENOVA INTL INC.
They significantly reduced their stock positions in DARLING INGREDIENTS INC (DAR), TURNING PT BRANDS INC (TPB) and ALPHABET INC (GOOG).
Harspring Capital Management, LLC Equity Portfolio Value
Last Reported on: 13 May, 2026
Harspring Capital Management, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Harspring Capital Management, LLC made a return of -1.3% in the last quarter. In trailing 12 months, it's portfolio return was 1.03%.
- Performance
- S&P 500
New Buys
Additions
Reductions
| Ticker | % Reduced |
|---|---|
| darling ingredients inc | -53.55 |
| turning pt brands inc | -30.13 |
| alphabet inc | -26.09 |
| meta platforms inc | -24.72 |
| enova intl inc | -24.61 |
| amazon com inc | -23.51 |
| cogent comm holdings inc | -22.5 |
| iac inc | -22.22 |
Harspring Capital Management, LLC reduced stake in above stock
Sold off
Sector Distribution
Harspring Capital Management, LLC has about 39.9% of it's holdings in Communication Services sector.
- Communication Services
- Consumer Defensive
- Financial Services
- Consumer Cyclical
- Others
- Industrials
| Sector | % |
|---|---|
| Communication Services | 39.9 |
| Consumer Defensive | 19.6 |
| Financial Services | 17.4 |
| Consumer Cyclical | 13.4 |
| Others | 6.3 |
| Industrials | 3.4 |
Market Cap. Distribution
Harspring Capital Management, LLC has about 37.7% of it's portfolio invested in the large-cap and mega-cap stocks.
- MID-CAP
- MEGA-CAP
- SMALL-CAP
- LARGE-CAP
- UNALLOCATED
- MICRO-CAP
| Category | % |
|---|---|
| MID-CAP | 36.9 |
| MEGA-CAP | 28 |
| SMALL-CAP | 17.2 |
| LARGE-CAP | 9.7 |
| UNALLOCATED | 6.3 |
| MICRO-CAP | 1.9 |
Stocks belong to which Index?
About 75.7% of the stocks held by Harspring Capital Management, LLC either belong to S&P 500 or RUSSELL 2000 index.
- RUSSELL 2000
- S&P 500
- Others
| Index | % |
|---|---|
| RUSSELL 2000 | 41.4 |
| S&P 500 | 34.3 |
| Others | 24.3 |
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 14 stocks in it's portfolio. About 88.4% of the portfolio is in top 10 stocks. ENVA proved to be the most loss making stock for the portfolio. DAR was the most profitable stock for Harspring Capital Management, LLC last quarter.
Last Reported on: 13 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMZN | amazon com inc | 10.41 | 95,000 | 19,785,600 | reduced | -23.51 | ||
| CCOI | cogent comm holdings inc | 10.77 | 1,087,000 | 20,479,100 | reduced | -22.5 | ||
| DAR | darling ingredients inc | 13.83 | 425,000 | 26,286,200 | reduced | -53.55 | ||
| DIBS | 1stdibs com inc | 1.88 | 650,000 | 3,575,000 | reduced | -1.52 | ||
| ENVA | enova intl inc | 12.15 | 170,000 | 23,091,100 | reduced | -24.61 | ||
| GOOG | alphabet inc | 7.55 | 50,000 | 14,343,000 | reduced | -26.09 | ||
| IAC | iac inc | 5.16 | 245,000 | 9,807,350 | reduced | -22.22 | ||
| LC | lendingclub issuance tr ser | 5.27 | 700,000 | 10,024,000 | reduced | -18.6 | ||
| LGIH | lgi homes inc | 1.14 | 55,000 | 2,174,150 | reduced | -20.86 | ||
| META | meta platforms inc | 10.08 | 33,500 | 19,166,400 | reduced | -24.72 | ||
| NWS | news corp new | 6.30 | 480,000 | 11,966,400 | reduced | -20.2 | ||
| RUSHA | rush enterprises inc | 6.26 | 180,000 | 11,899,800 | reduced | -20.00 | ||
| TPB | turning pt brands inc | 5.79 | 126,808 | 11,005,700 | reduced | -30.13 | ||
| UHAL | u haul holding company | 3.41 | 145,000 | 6,477,150 | reduced | -21.62 | ||