Harspring Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| RUSH ENTERPRISES INC(RUSHA) | 225,000 | 180,000 | -45,000 | 12,136,500 | 11,899,800 | 6.26% | -236,700 |
| 1STDIBS COM INC | 660,000 | 650,000 | -10,000 | 3,953,400 | 3,575,000 | 1.88% | -378,400 |
| LGI HOMES INC(LGIH) | 69,500 | 55,000 | -14,500 | 2,985,720 | 2,174,150 | 1.14% | -811,570 |
| U HAUL HOLDING COMPANY | 185,000 | 145,000 | -40,000 | 8,646,900 | 6,477,150 | 3.41% | -2,169,750 |
| IAC INC(PPLI) | 315,000 | 245,000 | -70,000 | 12,316,500 | 9,807,350 | 5.16% | -2,509,150 |
| NEWS CORP NEW(NWS) | 601,500 | 480,000 | -121,500 | 15,711,180 | 11,966,400 | 6.30% | -3,744,780 |
| LENDINGCLUB ISSUANCE TR SER(HAPN) | 860,000 | 700,000 | -160,000 | 16,288,400 | 10,024,000 | 5.27% | -6,264,400 |
| DARLING INGREDIENTS INC(DAR) | 915,000 | 425,000 | -490,000 | 32,940,000 | 26,286,250 | 13.83% | -6,653,750 |
| ALPHABET INC(GOOG) | 67,650 | 50,000 | -17,650 | 21,228,570 | 14,343,000 | 7.55% | -6,885,570 |
| TURNING PT BRANDS INC(TPB) | 181,500 | 126,808 | -54,692 | 19,674,600 | 11,005,666 | 5.79% | -8,668,934 |
| AMAZON COM INC(AMZN) | 124,200 | 95,000 | -29,200 | 28,667,844 | 19,785,650 | 10.41% | -8,882,194 |
| COGENT COMM HOLDINGS INC | 1,402,500 | 1,087,000 | -315,500 | 30,237,900 | 20,479,080 | 10.77% | -9,758,820 |
| META PLATFORMS INC(META) | 44,500 | 33,500 | -11,000 | 29,374,005 | 19,166,355 | 10.08% | -10,207,650 |
| ENOVA INTL INC(ENVA) | 225,500 | 170,000 | -55,500 | 35,448,600 | 23,091,100 | 12.15% | -12,357,500 |