Harspring Capital Management, LLC
13F Reported Value
ⓘ$53.7M
Holdings
7
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Harspring Capital Management, LLC disclosed 7 positions worth $53.7M in its Form 13F-HR for Q2 2026, led by $DAR (DARLING INGREDIENTS INC.) at 16.6% of the equity portfolio, followed by $GOOGL and $ENVA. During the quarter the fund opened 0 new positions and exited 7 and a full exit from $NWS. The portfolio is most concentrated in Technology (31.6% 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
Concentrating
Sector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 63.5#613
Quality
$8.9M163,500 sh - 78.2#57
Quality
$8.8M25,000 sh - 69.9#241
Quality
$8.4M35,000 sh - 68.7
Quality
$8.3M35,000 sh - 29.3
Quality
$8.3M599,418 sh - 79.6
Quality
$8.2M14,500 sh - 24.5
Quality
$2.7M550,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 DARLING INGREDIENTS INC.$DAR | 63.5#613 | $8.9M | 163,500 |
 Alphabet Inc.$GOOGL | 78.2#57 | $8.8M | 25,000 |
 Enova International, Inc.$ENVA | 69.9#241 | $8.4M | 35,000 |
 AMAZON COM INC$AMZN | 68.7 | $8.3M | 35,000 |
 COGENT COMMUNICATIONS HOLDINGS, INC.$CCOI | 29.3 | $8.3M | 599,418 |
 Meta Platforms, Inc.$META | 79.6 | $8.2M | 14,500 |
 1stdibs.com, Inc.$DIBS | 24.5 | $2.7M | 550,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Harspring Capital Management, LLC's 7 positions.
Showing top 7 of 7 holdings.
Sector Allocation
Technology
$17.0M
Consumer Discretionary
$11.0M
Consumer Staples
$8.9M
Financials
$8.4M
Communication Services
$8.3M
Full Holdings — Harspring Capital Management, LLC (Q2 2026)
All 7 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. | $8.9M | 16.6% | -62% | 63.5 |
| 2 | $GOOGL | Alphabet Inc. | $8.8M | 16.4% | -50% | 78.2 |
| 3 | $ENVA | Enova International, Inc. | $8.4M | 15.7% | -79% | 69.9 |
| 4 | $AMZN | AMAZON COM INC | $8.3M | 15.5% | -63% | 68.7 |
| 5 | $CCOI | COGENT COMMUNICATIONS HOLDINGS, INC. | $8.3M | 15.5% | -45% | 29.3 |
| 6 | $META | Meta Platforms, Inc. | $8.2M | 15.2% | -57% | 79.6 |
| 7 | $DIBS | 1stdibs.com, Inc. | $2.7M | 5.0% | -15% | 24.5 |
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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.