AI Portfolio Summary
In 2025 Q4, Harspring Capital Management, LLC maintained a portfolio of 15 distinct positions. They heavily accumulated shares in Cogent Communication, increasing their position by 60.3%. Conversely, Harspring Capital Management, LLC completely exited their position in THRYV HLDGS INC.
Total Positions
15
Quarter
2025 Q4
Top Holding
ENVA (13.1%)
Top 10 Concentration
89.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-15 of 15
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ENVA
Enova Internati...
|
Financial Services | 13.15% | 9.94% |
#1
4
Prev: #5
|
7.0 | no change | no change |
P
S
|
225,500 | $35,448,600 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DAR
Darling Ingredi...
|
Consumer Defensive | 12.22% | 10.81% |
#2
1
Prev: #3
|
6.5 | no change | no change |
P
S
|
915,000 | $32,940,000 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CCOI
Cogent Communic...
|
Communication Services | 11.22% | 12.85% |
#3
2
Prev: #1
|
8.0 | 527,500 | 60.3% |
P
S
|
1,402,500 | $30,237,900 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
Meta Platforms,...
|
Communication Services | 10.89% | 12.51% |
#4
2
Prev: #2
|
5.5 | no change | no change |
P
S
|
44,500 | $29,374,005 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
Amazon.com, Inc...
|
Consumer Cyclical | 10.63% | 10.44% |
#5
1
Prev: #4
|
5.5 | no change | no change |
P
S
|
124,200 | $28,667,844 | 2020 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
Alphabet Inc.
|
Communication Services | 7.87% | 6.31% |
#6
3
Prev: #9
|
4.1 | no change | no change |
P
S
|
67,650 | $21,228,570 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TPB
Turning Point B...
|
Consumer Defensive | 7.30% | 6.87% |
#7
Prev: #7
|
3.9 | no change | no change |
P
S
|
181,500 | $19,674,600 | 2023 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LC
LendingClub Cor...
|
Financial Services | 6.04% | 5.00% |
#8
2
Prev: #10
|
3.4 | no change | no change |
P
S
|
860,000 | $16,288,400 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NWSA
News Corporatio...
|
Communication Services | 5.83% | 7.31% |
#9
3
Prev: #6
|
2.8 | -20,000 | -3.2% |
P
S
|
601,500 | $15,711,180 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAC
IAC Inc.
|
Communication Services | 4.57% | 6.39% |
#10
2
Prev: #8
|
1.8 | -175,000 | -35.7% |
P
S
|
315,000 | $12,316,500 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
RUSHA
Rush Enterprise...
|
Consumer Cyclical | 4.50% | 4.61% |
#11
Prev: #11
|
2.8 | no change | no change |
P
S
|
225,000 | $12,136,500 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
UHAL/B
U-Haul Holding ...
|
Industrials | 3.21% | 3.60% |
#12
Prev: #12
|
2.3 | no change | no change |
P
S
|
185,000 | $8,646,900 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DIBS
1stdibs.Com, In...
|
Communication Services | 1.47% | 0.60% |
#13
2
Prev: #15
|
2.6 | 50,000 | 8.2% |
P
S
|
660,000 | $3,953,400 | 2024 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LGIH
LGI Homes, Inc.
|
Consumer Cyclical | 1.11% | 1.38% |
#14
Prev: #14
|
1.4 | no change | no change |
P
S
|
69,500 | $2,985,720 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
THRY
THRYV HLDGS INC
|
Technology | 0.00% | 1.39% |
Sold All 😨
(Was: #13) |
0.0 | -300,000 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-15 of 15 holdings