2026 Q2 Portfolio Activity
In 2026 Q2, Harspring Capital Management, LLC maintained a portfolio of 14 distinct positions. Conversely, Harspring Capital Management, LLC completely exited their position in NEWS CORP NEW.
Position History
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Total Positions
14
Quarter
2026 Q2
Top Holding
DAR (16.6%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
Harspring Capital Management, LLC Full Holdings List — 2026 Q2
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DAR
DARLING INGREDI...
|
Consumer Defensive | 16.63% | 13.83% |
#1
Prev: #1
|
6.0 |
—
|
-261,500 | -61.5% |
P
S
|
163,500 | $8,930,370 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 16.45% | 7.55% |
#2
4
Prev: #6
|
5.5 |
—
|
-25,000 | -50.0% |
P
S
|
25,000 | $8,833,250 | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ENVA
ENOVA INTL INC
|
Financial Services | 15.69% | 12.15% |
#3
1
Prev: #2
|
5.0 |
—
|
-135,000 | -79.4% |
P
S
|
35,000 | $8,425,550 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 15.53% | 10.41% |
#4
Prev: #4
|
4.5 |
—
|
-60,000 | -63.2% |
P
S
|
35,000 | $8,341,900 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CCOI
COGENT COMM HOL...
|
Communication Services | 15.49% | 10.77% |
#5
2
Prev: #3
|
4.5 |
—
|
-487,582 | -44.9% |
P
S
|
599,418 | $8,319,922 | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 15.21% | 10.08% |
#6
1
Prev: #5
|
4.0 |
—
|
-19,000 | -56.7% |
P
S
|
14,500 | $8,167,705 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DIBS
1STDIBS COM INC
|
Communication Services | 5.02% | 1.88% |
#7
6
Prev: #13
|
2.5 |
—
|
-100,000 | -15.4% |
P
S
|
550,000 | $2,695,000 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LGIH
LGI HOMES INC
|
Consumer Cyclical | 0.00% | 1.14% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-55,000 | -100.0% |
CLOSED
|
— | $— | 2020 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
UHAL/B
U HAUL HOLDING ...
|
Industrials | 0.00% | 3.41% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-145,000 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
IAC
IAC INC
|
Communication Services | 0.00% | 5.16% |
Sold All 😨
(Was: #11) |
0.0 |
—
|
-245,000 | -100.0% |
CLOSED
|
— | $— | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
LC
LENDINGCLUB ISS...
|
Financial Services | 0.00% | 5.27% |
Sold All 😨
(Was: #10) |
0.0 |
—
|
-700,000 | -100.0% |
CLOSED
|
— | $— | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TPB
TURNING PT BRAN...
|
Consumer Defensive | 0.00% | 5.79% |
Sold All 😨
(Was: #9) |
0.0 |
—
|
-126,808 | -100.0% |
CLOSED
|
— | $— | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RUSHA
RUSH ENTERPRISE...
|
Consumer Cyclical | 0.00% | 6.26% |
Sold All 😨
(Was: #8) |
0.0 |
—
|
-180,000 | -100.0% |
CLOSED
|
— | $— | 2022 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NWSA
NEWS CORP NEW
|
Communication Services | 0.00% | 6.30% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-480,000 | -100.0% |
CLOSED
|
— | $— | 2019 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-14 of 14 holdings