13F HOLDINGS REPORT
Harspring Capital Management, LLC
Quarter ended Q2 2024 · Filed August 13, 2024 · Accession 0001652327-24-000004
Total Value
$394.9M
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 | $66.4M | 16.81% |
| 2 | Enstar Group Limited | G3075P101 | 195,000 | $59.6M | 15.09% |
| 3 | Amazon.com, Inc. | AMZN | 189,200 | $36.6M | 9.26% |
| 4 | Meta Platforms, Inc. | META | 71,200 | $35.9M | 9.09% |
| 5 | IAC Inc. | IAC | 710,000 | $33.3M | 8.42% |
| 6 | Enova International, Inc. | 29357K103 | 430,000 | $26.8M | 6.78% |
| 7 | News Corporation | NWSLL | 821,500 | $22.6M | 5.73% |
| 8 | Alphabet Inc. | GOOG | 117,650 | $21.6M | 5.46% |
| 9 | U-Haul Holding Company | UHAL-B | 283,500 | $17.0M | 4.31% |
| 10 | Berkshire Hathaway Inc. | BRK-A | 35,000 | $14.2M | 3.61% |
| 11 | Rush Enterprises, Inc. | RUSHB | 330,000 | $13.8M | 3.50% |
| 12 | Orion S.A. | OEC | 565,000 | $12.4M | 3.14% |
| 13 | LendingClub Corporation | LC | 1,160,000 | $9.8M | 2.48% |
| 14 | Thryv Holdings, Inc. | THRY | 420,000 | $7.5M | 1.90% |
| 15 | Walker & Dunlop, Inc. | WD | 65,000 | $6.4M | 1.62% |
| 16 | Turning Point Brands, Inc. | 90041L105 | 181,500 | $5.8M | 1.47% |
| 17 | LGI Homes, Inc. | LGIH | 46,350 | $4.1M | 1.05% |
| 18 | 1stdibs.Com, Inc. | DIBS | 240,426 | $1.1M | 0.27% |