Harspring Capital Management, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Harspring Capital Management, LLC reported 17 stock positions worth $423.8 million. Its top holding was Cogent Communications Holdin (CCOI) at 17.1% of the portfolio, followed by Enstar (ESGR, 13.8%) and People (PPLI, 10.8%). Compared with Q4 2023, it added to 4 and reduced 8. The biggest buy was Enstar (ESGR, shares +9%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −40%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001652327
- Portfolio Value
- $423.8M (Q1 2024)
- SEC Filing
- 0001652327-24-000003 ↗ filed May 14, 2024
Holdings Value
Holdings 17 stocks · $423.8M
| CCOI Cogent Communications Holdin | 17.11% | 1,110,000 | $72.5M | Add +8.9% |
| ESGR Enstar Group Ltd. | 13.80% | 188,250 | $58.5M | Add +8.5% |
| PPLI People Inc. filed as IAC INC | 10.82% | 860,000 | $45.9M | Reduce -5.3% |
| META Meta Platforms Inc. Class A | 9.30% | 81,200 | $39.4M | Reduce -11.7% |
| AMZN Amazon.com Inc. | 8.90% | 209,200 | $37.7M | Reduce -7.0% |
| ENVA Enova International Inc. | 6.37% | 430,000 | $27.0M | Reduce -4.0% |
| NWSA News Corp. Class A | 5.37% | 870,000 | $22.8M | Reduce -6.0% |
| GOOG Alphabet Inc. Class C | 4.59% | 127,650 | $19.4M | Reduce -11.3% |
| UHAL.B U-Haul Holding Co.-Non Voting | 4.56% | 290,000 | $19.3M | No change |
| RUSHA Rush Enterprises Inc. Class A | 4.17% | 330,000 | $17.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 3.47% | 35,000 | $14.7M | Reduce -39.7% |
| OEC Orion SA | 3.14% | 565,000 | $13.3M | No change |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 2.41% | 1,160,000 | $10.2M | Reduce -33.5% |
| THRY Thryv Holdings Inc. | 2.05% | 390,000 | $8.7M | Add +13.0% |
| WD Walker & Dunlop Inc. | 1.55% | 65,000 | $6.6M | No change |
| LGIH Lgi Homes Inc. | 1.27% | 46,350 | $5.4M | No change |
| TPB Turning Point Brands Inc. | 1.11% | 160,000 | $4.7M | Add +100.4% |
Portfolio Sells Q4 2023 → Q1 2024
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -39.7% | 3.47% | −1.43 |
| HAPN Happen Inc. | Reduce -33.5% | 2.41% | −1.21 |
| PPLI People Inc. | Reduce -5.3% | 10.82% | −0.46 |
| GOOG Alphabet Inc. Class C | Reduce -11.3% | 4.59% | −0.22 |
| NWSA News Corp. Class A | Reduce -6.0% | 5.37% | −0.01 |
| ENVA Enova International Inc. | Reduce -4.0% | 6.37% | +0.50 |
| AMZN Amazon.com Inc. | Reduce -7.0% | 8.90% | +0.80 |
| META Meta Platforms Inc. Class A | Reduce -11.7% | 9.30% | +1.58 |
Portfolio Buys Q4 2023 → Q1 2024
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 |