Harspring Capital Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Harspring Capital Management, LLC reported 7 stock positions worth $53.7 million. Its top holding was Darling Ingredients (DAR) at 16.6% of the portfolio, followed by Alphabet Class C (GOOG, 16.4%) and Enova International (ENVA, 15.7%). Compared with Q1 2026, it sold out of 7 and reduced 7. The biggest sale was an exit from News Class A (NWSA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001652327
- Portfolio Value
- $53.7M (Q2 2026)
- SEC Filing
- 0001652327-26-000006 ↗ filed Aug 14, 2026
Holdings Value
Holdings 7 stocks · $53.7M
| DAR Darling Ingredients Inc. | 16.63% | 163,500 | $8.9M | Reduce -61.5% |
| GOOG Alphabet Inc. Class C | 16.45% | 25,000 | $8.8M | Reduce -50.0% |
| ENVA Enova International Inc. | 15.69% | 35,000 | $8.4M | Reduce -79.4% |
| AMZN Amazon.com Inc. | 15.53% | 35,000 | $8.3M | Reduce -63.2% |
| CCOI Cogent Communications Holdin | 15.49% | 599,418 | $8.3M | Reduce -44.9% |
| META Meta Platforms Inc. Class A | 15.21% | 14,500 | $8.2M | Reduce -56.7% |
| DIBS 1STDIBS.COM Inc. | 5.02% | 550,000 | $2.7M | Reduce -15.4% |
Portfolio Sells Q1 2026 → Q2 2026
| NWSA News Corp. Class A | Sold out | 0.00% | −6.30 |
| RUSHA Rush Enterprises Inc. Class A | Sold out | 0.00% | −6.26 |
| TPB Turning Point Brands Inc. | Sold out | 0.00% | −5.79 |
| HAPN Happen Inc. | Sold out | 0.00% | −5.27 |
| PPLI People Inc. | Sold out | 0.00% | −5.16 |
| UHAL.B U-Haul Holding Co.-Non Voting | Sold out | 0.00% | −3.41 |
| LGIH Lgi Homes Inc. | Sold out | 0.00% | −1.14 |
| DAR Darling Ingredients Inc. | Reduce -61.5% | 16.63% | +2.80 |
| DIBS 1STDIBS.COM Inc. | Reduce -15.4% | 5.02% | +3.14 |
| ENVA Enova International Inc. | Reduce -79.4% | 15.69% | +3.54 |
| CCOI Cogent Communications Holdin | Reduce -44.9% | 15.49% | +4.72 |
| AMZN Amazon.com Inc. | Reduce -63.2% | 15.53% | +5.12 |
| META Meta Platforms Inc. Class A | Reduce -56.7% | 15.21% | +5.12 |
| GOOG Alphabet Inc. Class C | Reduce -50.0% | 16.45% | +8.90 |
Portfolio Buys Q1 2026 → Q2 2026
| None this quarter. | |||
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $53.7M | DAR, GOOG, ENVA, AMZN, CCOI |
| Q1 2026 | 14 | $190.1M | DAR, ENVA, CCOI, AMZN, META |
| Q4 2025 | 14 | $269.6M | ENVA, DAR, CCOI, META, AMZN |
| Q3 2025 | 15 | $261.2M | CCOI, META, DAR, AMZN, ENVA |
| Q2 2025 | 17 | $284.2M | CCOI, META, DAR, AMZN, ENVA |
| Q1 2025 | 16 | $261.5M | CCOI, META, AMZN, PPLI, ENVA |
| Q4 2024 | 17 | $351.8M | CCOI, AMZN, META, ENVA, PPLI |
| Q3 2024 | 18 | $420.6M | CCOI, ESGR, PPLI, META, ENVA |
| Q2 2024 | 18 | $394.9M | CCOI, ESGR, AMZN, META, PPLI |
| Q1 2024 | 17 | $423.8M | CCOI, ESGR, PPLI, META, AMZN |