13F HOLDINGS REPORT
Harspring Capital Management, LLC
Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001652327-23-000005
Total Value
$377.1M
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Cogent Communications Holdings, Inc. | CCOI | 984,000 | $60.9M | 16.15% |
| 2 | IAC Inc. | IAC | 938,500 | $47.3M | 12.54% |
| 3 | Enstar Group Limited | G3075P101 | 172,446 | $41.7M | 11.07% |
| 4 | Amazon.com, Inc. | AMZN | 230,000 | $29.2M | 7.75% |
| 5 | Meta Platforms, Inc. | META | 92,000 | $27.6M | 7.32% |
| 6 | Berkshire Hathaway Inc. | BRK-A | 75,000 | $26.3M | 6.97% |
| 7 | Enova International, Inc. | 29357K103 | 478,000 | $24.3M | 6.45% |
| 8 | U-Haul Holding Company | UHAL-B | 442,500 | $23.2M | 6.15% |
| 9 | News Corporation | NWSLL | 996,500 | $20.0M | 5.30% |
| 10 | Alphabet Inc. | GOOG | 145,500 | $19.2M | 5.09% |
| 11 | Rush Enterprises, Inc. | RUSHB | 345,000 | $14.1M | 3.74% |
| 12 | Orion S.A. | OEC | 620,000 | $13.2M | 3.50% |
| 13 | LendingClub Corporation | LC | 1,850,000 | $11.3M | 2.99% |
| 14 | Thryv Holdings, Inc. | THRY | 280,000 | $5.3M | 1.39% |
| 15 | Walker & Dunlop, Inc. | WD | 65,000 | $4.8M | 1.28% |
| 16 | LGI Homes, Inc. | LGIH | 46,350 | $4.6M | 1.22% |
| 17 | A-Mark Precious Metals, Inc. | GOLD | 75,500 | $2.2M | 0.59% |
| 18 | Magnite, Inc. | MGNI | 250,000 | $1.9M | 0.50% |