Harspring Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| TURNING PT BRANDS INC(TPB) | 181,500 | 181,500 | 0 | 13,752,255 | 17,943,090 | 6.87% | +4,190,835 |
| ALPHABET INC(GOOG) | 72,650 | 67,650 | -5,000 | 12,887,384 | 16,476,158 | 6.31% | +3,588,774 |
| LENDINGCLUB CORP(HAPN) | 860,000 | 860,000 | 0 | 10,345,800 | 13,063,400 | 5.00% | +2,717,600 |
| ENOVA INTL INC(ENVA) | 225,500 | 225,500 | 0 | 25,147,760 | 25,952,795 | 9.94% | +805,035 |
| NEWS CORP NEW(NWS) | 621,500 | 621,500 | 0 | 18,470,980 | 19,086,265 | 7.31% | +615,285 |
| RUSH ENTERPRISES INC(RUSHA) | 225,000 | 225,000 | 0 | 11,589,750 | 12,030,750 | 4.61% | +441,000 |
| 1STDIBS COM INC | 500,000 | 610,000 | +110,000 | 1,375,000 | 1,579,900 | 0.60% | +204,900 |
| AMAZON COM INC(AMZN) | 124,200 | 124,200 | 0 | 27,248,238 | 27,270,594 | 10.44% | +22,356 |
| LGI HOMES INC(LGIH) | 69,500 | 69,500 | 0 | 3,580,640 | 3,593,845 | 1.38% | +13,205 |
| THRYV HLDGS INC | 300,000 | 300,000 | 0 | 3,648,000 | 3,618,000 | 1.39% | -30,000 |
| META PLATFORMS INC(META) | 44,500 | 44,500 | 0 | 32,845,005 | 32,679,910 | 12.51% | -165,095 |
| U HAUL HOLDING COMPANY | 185,000 | 185,000 | 0 | 10,058,450 | 9,416,500 | 3.60% | -641,950 |
| MARAVAI LIFESCIENCES HLDGS I(MRVI) | 500,000 | 0 | -500,000 | 1,205,000 | 0 | — | -1,205,000 |
| IAC INC(PPLI) | 490,000 | 490,000 | 0 | 18,296,600 | 16,694,300 | 6.39% | -1,602,300 |
| DARLING INGREDIENTS INC(DAR) | 835,000 | 915,000 | +80,000 | 31,679,900 | 28,246,050 | 10.81% | -3,433,850 |
| COGENT COMMUNICATIONS HLDGS | 854,797 | 875,000 | +20,203 | 41,209,763 | 33,556,250 | 12.85% | -7,653,513 |
| ENSTAR GROUP LIMITED | 62,000 | 0 | -62,000 | 20,854,320 | 0 | — | -20,854,320 |