13F HOLDINGS REPORT
Harspring Capital Management, LLC
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0001652327-23-000002
Total Value
$387.4M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc. | BRK-A | 237,500 | $73.4M | 18.94% |
| 2 | IAC Inc. | IAC | 1,209,500 | $53.7M | 13.86% |
| 3 | U-Haul Holding Company | UHAL-B | 614,500 | $33.8M | 8.72% |
| 4 | Enova International, Inc. | 29357K103 | 770,000 | $29.5M | 7.63% |
| 5 | Alphabet Inc. | GOOG | 320,000 | $28.4M | 7.33% |
| 6 | Amazon.com, Inc. | AMZN | 322,500 | $27.1M | 6.99% |
| 7 | Meta Platforms, Inc. | META | 201,500 | $24.2M | 6.26% |
| 8 | News Corporation | NWSLL | 1,305,000 | $23.8M | 6.13% |
| 9 | Walker & Dunlop, Inc. | WD | 255,000 | $20.0M | 5.17% |
| 10 | LendingClub Corporation | LC | 2,191,500 | $19.3M | 4.98% |
| 11 | LGI Homes, Inc. | LGIH | 190,000 | $17.6M | 4.54% |
| 12 | Rush Enterprises, Inc. | RUSHB | 147,500 | $7.7M | 1.99% |
| 13 | Orion Engineered Carbons S.A. | OEC | 420,000 | $7.5M | 1.93% |
| 14 | U-Haul Holding Company | UHAL-B | 83,000 | $5.0M | 1.29% |
| 15 | Wells Fargo & Company | 949746101 | 120,000 | $5.0M | 1.28% |
| 16 | Enstar Group Limited | G3075P101 | 20,000 | $4.6M | 1.19% |
| 17 | GXO Logistics, Inc. | GXO | 82,750 | $3.5M | 0.91% |
| 18 | Cogent Communications Holdings, Inc. | CCOI | 59,000 | $3.4M | 0.87% |