2026 Q1 Portfolio Activity
In 2026 Q1, Harspring Capital Management, LLC maintained a portfolio of 14 distinct positions. The fund also reduced its exposure to Turning Point Brands, Inc. by 30.1%.
Position History
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Total Positions
14
Quarter
2026 Q1
Top Holding
DAR (13.8%)
Top 10 Concentration
88.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-14 of 14
Harspring Capital Management, LLC Full Holdings List — 2026 Q1
| 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 | 13.83% | 12.22% |
#1
1
Prev: #2
|
6.0 |
—
|
-490,000 | -53.6% |
P
S
|
425,000 | $26,286,250 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ENVA
ENOVA INTL INC
|
Financial Services | 12.15% | 13.15% |
#2
1
Prev: #1
|
5.5 |
—
|
-55,500 | -24.6% |
P
S
|
170,000 | $23,091,100 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CCOI
COGENT COMM HOL...
|
Communication Services | 10.77% | 11.22% |
#3
Prev: #3
|
5.0 |
—
|
-315,500 | -22.5% |
P
S
|
1,087,000 | $20,479,080 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 10.41% | 10.63% |
#4
1
Prev: #5
|
4.5 |
—
|
-29,200 | -23.5% |
P
S
|
95,000 | $19,785,650 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 10.08% | 10.89% |
#5
1
Prev: #4
|
4.5 |
—
|
-11,000 | -24.7% |
P
S
|
33,500 | $19,166,355 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 7.55% | 7.87% |
#6
Prev: #6
|
3.0 |
—
|
-17,650 | -26.1% |
P
S
|
50,000 | $14,343,000 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NWSA
NEWS CORP NEW
|
Communication Services | 6.30% | 5.83% |
#7
2
Prev: #9
|
2.5 |
—
|
-121,500 | -20.2% |
P
S
|
480,000 | $11,966,400 | 2019 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RUSHA
RUSH ENTERPRISE...
|
Consumer Cyclical | 6.26% | 4.50% |
#8
3
Prev: #11
|
2.5 |
—
|
-45,000 | -20.0% |
P
S
|
180,000 | $11,899,800 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TPB
TURNING PT BRAN...
|
Consumer Defensive | 5.79% | 7.30% |
#9
2
Prev: #7
|
2.3 |
—
|
-54,692 | -30.1% |
P
S
|
126,808 | $11,005,666 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LC
LENDINGCLUB ISS...
|
Financial Services | 5.27% | 6.04% |
#10
2
Prev: #8
|
2.6 |
—
|
-160,000 | -18.6% |
P
S
|
700,000 | $10,024,000 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IAC
IAC INC
|
Communication Services | 5.16% | 4.57% |
#11
1
Prev: #10
|
2.1 |
—
|
-70,000 | -22.2% |
P
S
|
245,000 | $9,807,350 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
UHAL/B
U HAUL HOLDING ...
|
Industrials | 3.41% | 3.21% |
#12
Prev: #12
|
1.4 |
—
|
-40,000 | -21.6% |
P
S
|
145,000 | $6,477,150 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DIBS
1STDIBS COM INC
|
Communication Services | 1.88% | 1.47% |
#13
Prev: #13
|
1.3 |
—
|
-10,000 | -1.5% |
P
S
|
650,000 | $3,575,000 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LGIH
LGI HOMES INC
|
Consumer Cyclical | 1.14% | 1.11% |
#14
Prev: #14
|
0.5 |
—
|
-14,500 | -20.9% |
P
S
|
55,000 | $2,174,150 | 2020 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-14 of 14 holdings