Harspring Capital Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Harspring Capital Management, LLC reported 18 stock positions worth $420.6 million. Its top holding was Cogent Communications Holdin (CCOI) at 21.2% of the portfolio, followed by Enstar (ESGR, 11.8%) and People (PPLI, 9.1%). Compared with Q2 2024, it added to 2 and reduced 8. The biggest buy was Thryv (THRY, shares +51%) and the biggest sale Enstar (ESGR, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001652327
- Portfolio Value
- $420.6M (Q3 2024)
- SEC Filing
- 0001632833-24-000008 ↗ filed Nov 14, 2024
Holdings Value
Holdings 18 stocks · $420.6M
| CCOI Cogent Communications Holdin | 21.24% | 1,176,500 | $89.3M | No change |
| ESGR Enstar Group Ltd. | 11.78% | 154,000 | $49.5M | Reduce -21.0% |
| PPLI People Inc. filed as IAC INC | 9.09% | 710,000 | $38.2M | No change |
| META Meta Platforms Inc. Class A | 8.30% | 61,000 | $34.9M | Reduce -14.3% |
| ENVA Enova International Inc. | 8.17% | 410,000 | $34.4M | Reduce -4.7% |
| AMZN Amazon.com Inc. | 7.72% | 174,200 | $32.5M | Reduce -7.9% |
| NWSA News Corp. Class A | 5.20% | 821,500 | $21.9M | No change |
| GOOG Alphabet Inc. Class C | 4.68% | 117,650 | $19.7M | No change |
| UHAL.B U-Haul Holding Co.-Non Voting | 4.37% | 255,000 | $18.4M | Reduce -10.1% |
| RUSHA Rush Enterprises Inc. Class A | 3.89% | 310,000 | $16.4M | Reduce -6.1% |
| HAPN Happen Inc. filed as LENDINGCLUB CORP | 3.15% | 1,160,000 | $13.3M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 2.68% | 24,500 | $11.3M | Reduce -30.0% |
| THRY Thryv Holdings Inc. | 2.60% | 635,000 | $10.9M | Add +51.2% |
| OEC Orion SA | 2.39% | 565,000 | $10.1M | No change |
| TPB Turning Point Brands Inc. | 1.86% | 181,500 | $7.8M | No change |
| LGIH Lgi Homes Inc. | 1.31% | 46,350 | $5.5M | No change |
| WD Walker & Dunlop Inc. | 1.12% | 41,500 | $4.7M | Reduce -36.1% |
| DIBS 1STDIBS.COM Inc. | 0.46% | 440,377 | $1.9M | Add +83.2% |
Portfolio Sells Q2 2024 → Q3 2024
| ESGR Enstar Group Ltd. | Reduce -21.0% | 11.78% | −3.32 |
| AMZN Amazon.com Inc. | Reduce -7.9% | 7.72% | −1.54 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -30.0% | 2.68% | −0.92 |
| META Meta Platforms Inc. Class A | Reduce -14.3% | 8.30% | −0.79 |
| WD Walker & Dunlop Inc. | Reduce -36.1% | 1.12% | −0.50 |
| UHAL.B U-Haul Holding Co.-Non Voting | Reduce -10.1% | 4.37% | +0.06 |
| RUSHA Rush Enterprises Inc. Class A | Reduce -6.1% | 3.89% | +0.40 |
| ENVA Enova International Inc. | Reduce -4.7% | 8.17% | +1.39 |
Portfolio Buys Q2 2024 → Q3 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 |