13F HOLDINGS REPORT
Harspring Capital Management, LLC
Quarter ended Q2 2023 · Filed May 12, 2023 · Accession 0001652327-23-000004
Total Value
$375.6M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IAC Inc. | IAC | 1,179,500 | $60.9M | 16.20% |
| 2 | Berkshire Hathaway Inc. | BRK-A | 160,000 | $49.4M | 13.15% |
| 3 | Meta Platforms, Inc. | META | 150,000 | $31.8M | 8.46% |
| 4 | Enova International, Inc. | 29357K103 | 630,000 | $28.0M | 7.45% |
| 5 | U-Haul Holding Company | UHAL-B | 530,000 | $27.5M | 7.32% |
| 6 | Amazon.com, Inc. | AMZN | 265,000 | $27.4M | 7.29% |
| 7 | Enstar Group Limited | G3075P101 | 100,500 | $23.3M | 6.20% |
| 8 | News Corporation | NWSLL | 1,325,000 | $22.9M | 6.09% |
| 9 | Alphabet Inc. | GOOG | 207,000 | $21.5M | 5.73% |
| 10 | LendingClub Corporation | LC | 2,535,000 | $18.3M | 4.87% |
| 11 | Orion Engineered Carbons S.A. | OEC | 635,000 | $16.6M | 4.41% |
| 12 | LGI Homes, Inc. | LGIH | 115,000 | $13.1M | 3.49% |
| 13 | Walker & Dunlop, Inc. | WD | 167,000 | $12.7M | 3.39% |
| 14 | Rush Enterprises, Inc. | RUSHB | 177,500 | $9.7M | 2.58% |
| 15 | Cogent Communications Holdings, Inc. | CCOI | 110,000 | $7.0M | 1.87% |
| 16 | A-Mark Precious Metals, Inc. | GOLD | 130,000 | $4.5M | 1.20% |
| 17 | Upwork Inc. | UPWK | 100,000 | $1.1M | 0.30% |