13F HOLDINGS REPORT
Harspring Capital Management, LLC
Quarter ended Q4 2024 · Filed February 13, 2025 · Accession 0001652327-25-000003
Total Value
$351.8M
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Cogent Communications Holdings, Inc. | CCOI | 1,034,797 | $79.8M | 22.67% |
| 2 | Amazon.com, Inc. | AMZN | 149,200 | $32.7M | 9.31% |
| 3 | Meta Platforms, Inc. | META | 53,500 | $31.3M | 8.91% |
| 4 | Enova International, Inc. | 29357K103 | 302,360 | $29.0M | 8.24% |
| 5 | IAC Inc. | IAC | 545,000 | $23.5M | 6.68% |
| 6 | Alphabet Inc. | GOOG | 117,650 | $22.4M | 6.37% |
| 7 | News Corporation | NWSLL | 756,500 | $20.8M | 5.92% |
| 8 | Enstar Group Limited | G3075P101 | 62,000 | $20.0M | 5.68% |
| 9 | LendingClub Corporation | LC | 1,060,000 | $17.2M | 4.88% |
| 10 | Rush Enterprises, Inc. | RUSHB | 290,000 | $15.9M | 4.52% |
| 11 | U-Haul Holding Company | UHAL-B | 230,000 | $14.7M | 4.19% |
| 12 | Thryv Holdings, Inc. | THRY | 882,500 | $13.1M | 3.71% |
| 13 | Berkshire Hathaway Inc. | BRK-A | 24,500 | $11.1M | 3.16% |
| 14 | Turning Point Brands, Inc. | 90041L105 | 181,500 | $10.9M | 3.10% |
| 15 | LGI Homes, Inc. | LGIH | 46,350 | $4.1M | 1.18% |
| 16 | Orion S.A. | OEC | 220,000 | $3.5M | 0.99% |
| 17 | 1stdibs.Com, Inc. | DIBS | 500,000 | $1.8M | 0.50% |