13F HOLDINGS REPORT
Harspring Capital Management, LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001632833-24-000008
Total Value
$420.6M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Cogent Communications Holdings, Inc. | CCOI | 1,176,500 | $89.3M | 21.24% |
| 2 | Enstar Group Limited | G3075P101 | 154,000 | $49.5M | 11.78% |
| 3 | IAC Inc. | IAC | 710,000 | $38.2M | 9.09% |
| 4 | Meta Platforms, Inc. | META | 61,000 | $34.9M | 8.30% |
| 5 | Enova International, Inc. | 29357K103 | 410,000 | $34.4M | 8.17% |
| 6 | Amazon.com, Inc. | AMZN | 174,200 | $32.5M | 7.72% |
| 7 | News Corporation | NWSLL | 821,500 | $21.9M | 5.20% |
| 8 | Alphabet Inc. | GOOG | 117,650 | $19.7M | 4.68% |
| 9 | U-Haul Holding Company | UHAL-B | 255,000 | $18.4M | 4.37% |
| 10 | Rush Enterprises, Inc. | RUSHB | 310,000 | $16.4M | 3.89% |
| 11 | LendingClub Corporation | LC | 1,160,000 | $13.3M | 3.15% |
| 12 | Berkshire Hathaway Inc. | BRK-A | 24,500 | $11.3M | 2.68% |
| 13 | Thryv Holdings, Inc. | THRY | 635,000 | $10.9M | 2.60% |
| 14 | Orion S.A. | OEC | 565,000 | $10.1M | 2.39% |
| 15 | Turning Point Brands, Inc. | 90041L105 | 181,500 | $7.8M | 1.86% |
| 16 | LGI Homes, Inc. | LGIH | 46,350 | $5.5M | 1.31% |
| 17 | Walker & Dunlop, Inc. | WD | 41,500 | $4.7M | 1.12% |
| 18 | 1stdibs.Com, Inc. | DIBS | 440,377 | $1.9M | 0.46% |