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Asset Manager ← All Institutions

Harspring Capital Management, LLC

Q2 2026 · Filed 2026-08-14
Market Value
$54M
-71.7%
Holdings
14
New Purchases
0
Added To
0
Closed
7
Reduced
7
Top 10 Concentration
100.0%
Turnover
50.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GOOG 16.45% 7.55% +8.90% $9M
META 15.21% 10.08% +5.12% $8M
AMZN 15.53% 10.41% +5.12% $8M
CCOI 15.49% 10.77% +4.72% $8M
ENVA 15.69% 12.15% +3.54% $8M
DIBS 5.02% 1.88% +3.14% $3M
DAR 16.63% 13.83% +2.80% $9M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NWSA 0.00% 6.30% -6.30% $0
RUSHA 0.00% 6.26% -6.26% $0
TPB 0.00% 5.79% -5.79% $0
LC 0.00% 5.27% -5.27% $0
IAC 0.00% 5.16% -5.16% $0
UHAL-B 0.00% 3.41% -3.41% $0
LGIH 0.00% 1.14% -1.14% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $25M 47.2%
Large Cap 3 $9M 16.6%
Mid Cap 4 $8M 15.7%
Small Cap 3 $8M 15.5%
Micro Cap 1 $3M 5.0%

Portfolio Analytics

Avg Market Cap
$624.8B
Median Market Cap
$4.9B
Avg P/E
43.6
Median P/E
16.9
Avg Dividend Yield
0.00%
Avg Beta
1.17
# Stocks
14
# ETFs / Funds
0

Top Holdings (14 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 DAR 16.63% 163,500 $9M $54.62 -$17M -261,500 -61.5%
2 GOOG 16.45% 25,000 $9M $353.33 -$6M -25,000 -50.0%
3 ENVA 15.69% 35,000 $8M $240.73 -$15M -135,000 -79.4%
4 AMZN 15.53% 35,000 $8M $238.34 -$11M -60,000 -63.2%
5 CCOI 15.49% 599,418 $8M $13.88 -$12M -487,582 -44.9%
6 META 15.21% 14,500 $8M $563.29 -$11M -19,000 -56.7%
7 DIBS 5.02% 550,000 $3M $4.90 -$880K -100,000 -15.4%
8 UHAL-B —% — — — -$6M -145,000 -100.0% SOLD
9 TPB —% — — — -$11M -126,808 -100.0% SOLD
10 RUSHA —% — — — -$12M -180,000 -100.0% SOLD
11 NWSA —% — — — -$12M -480,000 -100.0% SOLD
12 LC —% — — — -$10M -700,000 -100.0% SOLD
13 IAC —% — — — -$10M -245,000 -100.0% SOLD
14 LGIH —% — — — -$2M -55,000 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
UHAL-B — —%
TPB — —%
NWSA — —%
LGIH — —%
RUSHA — —%
IAC — —%
LC — —%
View SEC EDGAR Filings for Harspring Capital Management, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms