Harspring Capital Management, LLC
13F Reported Value
ⓘ$190.1M
Holdings
14
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Harspring Capital Management, LLC disclosed 14 positions worth $190.1M in its Form 13F-HR for Q1 2026, led by $DAR (DARLING INGREDIENTS INC.) at 13.8% of the equity portfolio, followed by $ENVA and $CCOI. The portfolio is most concentrated in Consumer Discretionary (22.0% of disclosed assets). All figures are sourced directly from Harspring Capital Management, LLC’s Form 13F-HR filing with the SEC under CIK 1652327.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 46.6#1,643
Quality
$26.3M425,000 sh - 76.8#97
Quality
$23.1M170,000 sh - 32.2#2,283
Quality
$20.5M1,087,000 sh - 74.6
Quality
$19.8M95,000 sh - 80.9
Quality
$19.2M33,500 sh - 80.2
Quality
$14.3M50,000 sh - 62.4
Quality
$12.0M480,000 sh - 52.7
Quality
$11.9M180,000 sh - 57.7
Quality
$11.0M126,808 sh LENDINGCLUB ISSUANCE TR SER
—Quality
$10.0M700,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 DARLING INGREDIENTS INC.$DAR | 46.6#1,643 | $26.3M | 425,000 |
 Enova International, Inc.$ENVA | 76.8#97 | $23.1M | 170,000 |
 COGENT COMMUNICATIONS HOLDINGS, INC.$CCOI | 32.2#2,283 | $20.5M | 1,087,000 |
 AMAZON COM INC$AMZN | 74.6 | $19.8M | 95,000 |
 Meta Platforms, Inc.$META | 80.9 | $19.2M | 33,500 |
 Alphabet Inc.$GOOGL | 80.2 | $14.3M | 50,000 |
 NEWS CORP$NWSA | 62.4 | $12.0M | 480,000 |
 RUSH ENTERPRISES INC \TX\$RUSHA | 52.7 | $11.9M | 180,000 |
 Turning Point Brands, Inc.$TPB | 57.7 | $11.0M | 126,808 |
| LENDINGCLUB ISSUANCE TR SER | — | $10.0M | 700,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Harspring Capital Management, LLC's 14 positions.
Showing top 10 of 14 holdings.
Sector Allocation
Consumer Discretionary
$41.7M
Consumer Staples
$37.3M
Technology
$33.5M
Communication Services
$32.4M
Financials
$23.1M
Other
$19.8M
Industrials
$2.2M
Full Holdings — Harspring Capital Management, LLC (Q1 2026)
All 14 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $DAR | DARLING INGREDIENTS INC. | $26.3M | 13.8% | -54% | 46.6 |
| 2 | $ENVA | Enova International, Inc. | $23.1M | 12.2% | -25% | 76.8 |
| 3 | $CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | $20.5M | 10.8% | -22% | 32.2 |
| 4 | $AMZN | AMAZON COM INC | $19.8M | 10.4% | -24% | 74.6 |
| 5 | $META | Meta Platforms, Inc. | $19.2M | 10.1% | -25% | 80.9 |
| 6 | $GOOGL | Alphabet Inc. | $14.3M | 7.5% | -26% | 80.2 |
| 7 | $NWSA | NEWS CORP | $12.0M | 6.3% | -20% | 62.4 |
| 8 | $RUSHA | RUSH ENTERPRISES INC \TX\ | $11.9M | 6.3% | -20% | 52.7 |
| 9 | $TPB | Turning Point Brands, Inc. | $11.0M | 5.8% | -30% | 57.7 |
| 10 | — | LENDINGCLUB ISSUANCE TR SER | $10.0M | 5.3% | -19% | — |
| 11 | — | IAC INC | $9.8M | 5.2% | -22% | — |
| 12 |  $UHAL | U-Haul Holding Co /NV/ | $6.5M | 3.4% | -22% | 28.1 |
| 13 |  $DIBS | 1stdibs.com, Inc. | $3.6M | 1.9% | -2% | 23.5 |
| 14 |  $LGIH | LGI Homes, Inc. | $2.2M | 1.1% | -21% | 34.9 |
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AI-Powered Hedge Fund Analysis: Harspring Capital Management, LLC
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Every holding in Harspring Capital Management, LLC's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.