13F HOLDINGS REPORT
Harspring Capital Management, LLC
Quarter ended Q1 2024 · Filed May 14, 2024 · Accession 0001652327-24-000003
Total Value
$423.8M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Cogent Communications Holdings, Inc. | CCOI | 1,110,000 | $72.5M | 17.11% |
| 2 | Enstar Group Limited | G3075P101 | 188,250 | $58.5M | 13.80% |
| 3 | IAC Inc. | IAC | 860,000 | $45.9M | 10.82% |
| 4 | Meta Platforms, Inc. | META | 81,200 | $39.4M | 9.30% |
| 5 | Amazon.com, Inc. | AMZN | 209,200 | $37.7M | 8.90% |
| 6 | Enova International, Inc. | 29357K103 | 430,000 | $27.0M | 6.37% |
| 7 | News Corporation | NWSLL | 870,000 | $22.8M | 5.37% |
| 8 | Alphabet Inc. | GOOG | 127,650 | $19.4M | 4.59% |
| 9 | U-Haul Holding Company | UHAL-B | 290,000 | $19.3M | 4.56% |
| 10 | Rush Enterprises, Inc. | RUSHB | 330,000 | $17.7M | 4.17% |
| 11 | Berkshire Hathaway Inc. | BRK-A | 35,000 | $14.7M | 3.47% |
| 12 | Orion S.A. | OEC | 565,000 | $13.3M | 3.14% |
| 13 | LendingClub Corporation | LC | 1,160,000 | $10.2M | 2.41% |
| 14 | Thryv Holdings, Inc. | THRY | 390,000 | $8.7M | 2.05% |
| 15 | Walker & Dunlop, Inc. | WD | 65,000 | $6.6M | 1.55% |
| 16 | LGI Homes, Inc. | LGIH | 46,350 | $5.4M | 1.27% |
| 17 | Turning Point Brands, Inc. | 90041L105 | 160,000 | $4.7M | 1.11% |