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Asset Manager ← All Institutions

Harspring Capital Management, LLC

Q1 2026 · Filed 2026-05-13
Market Value
$190M
-29.5%
Holdings
14
-1
New Purchases
0
Added To
0
Closed
0
Reduced
14
Top 10 Concentration
88.4%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
RUSHA 6.26% 4.50% +1.76% $12M
DAR 13.83% 12.22% +1.61% $26M
IAC 5.16% 4.57% +0.59% $10M
NWSA 6.30% 5.83% +0.47% $12M
DIBS 1.88% 1.47% +0.41% $4M
UHAL-B 3.41% 3.21% +0.20% $6M
LGIH 1.14% 1.11% +0.04% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
TPB 5.79% 7.30% -1.51% $11M
ENVA 12.15% 13.15% -1.00% $23M
META 10.08% 10.89% -0.81% $19M
LC 5.27% 6.04% -0.77% $10M
CCOI 10.77% 11.22% -0.44% $20M
GOOG 7.55% 7.87% -0.33% $14M
AMZN 10.41% 10.63% -0.22% $20M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 3 $53M 28.0%
Large Cap 1 $12M 6.3%
Mid Cap 5 $78M 40.8%
Small Cap 4 $44M 23.0%
Micro Cap 1 $4M 1.9%

Portfolio Analytics

Avg Market Cap
$646.7B
Median Market Cap
$4.6B
Avg P/E
32.3
Median P/E
28.5
Avg Dividend Yield
0.01%
Avg Beta
1.20
# 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 13.83% 425,000 $26M $61.85 -$7M -490,000 -53.5%
2 ENVA 12.15% 170,000 $23M $135.83 -$12M -55,500 -24.6%
3 CCOI 10.77% 1,087,000 $20M $18.84 -$10M -315,500 -22.5%
4 AMZN 10.41% 95,000 $20M $208.27 -$9M -29,200 -23.5%
5 META 10.08% 33,500 $19M $572.13 -$10M -11,000 -24.7%
6 GOOG 7.55% 50,000 $14M $286.86 -$7M -17,650 -26.1%
7 NWSA 6.30% 480,000 $12M $24.93 -$4M -121,500 -20.2%
8 RUSHA 6.26% 180,000 $12M $66.11 -$237K -45,000 -20.0%
9 TPB 5.79% 126,808 $11M $86.79 -$9M -54,692 -30.1%
10 LC 5.27% 700,000 $10M $14.32 -$6M -160,000 -18.6%
11 IAC 5.16% 245,000 $10M $40.03 -$3M -70,000 -22.2%
12 UHAL-B 3.41% 145,000 $6M $44.67 -$2M -40,000 -21.6%
13 DIBS 1.88% 650,000 $4M $5.50 -$378K -10,000 -1.5%
14 LGIH 1.14% 55,000 $2M $39.53 -$812K -14,500 -20.9%
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