13F HOLDINGS REPORT
Harspring Capital Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001652327-25-000004
Total Value
$261.5M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Cogent Communications Holdings, Inc. | CCOI | 884,797 | $54.2M | 20.74% |
| 2 | Meta Platforms, Inc. | META | 44,500 | $25.6M | 9.81% |
| 3 | Amazon.com, Inc. | AMZN | 129,200 | $24.6M | 9.40% |
| 4 | IAC Inc. | IAC | 490,000 | $22.5M | 8.61% |
| 5 | Enova International, Inc. | 29357K103 | 225,500 | $21.8M | 8.33% |
| 6 | Enstar Group Limited | G3075P101 | 62,000 | $20.6M | 7.88% |
| 7 | News Corporation | NWSLL | 621,500 | $16.9M | 6.47% |
| 8 | Alphabet Inc. | GOOG | 97,650 | $15.3M | 5.83% |
| 9 | Rush Enterprises, Inc. | RUSHB | 225,000 | $12.0M | 4.60% |
| 10 | U-Haul Holding Company | UHAL-B | 185,000 | $10.9M | 4.19% |
| 11 | Turning Point Brands, Inc. | 90041L105 | 181,500 | $10.8M | 4.13% |
| 12 | LendingClub Corporation | LC | 1,010,000 | $10.4M | 3.99% |
| 13 | Thryv Holdings, Inc. | THRY | 707,500 | $9.1M | 3.47% |
| 14 | LGI Homes, Inc. | LGIH | 69,500 | $4.6M | 1.77% |
| 15 | 1stdibs.Com, Inc. | DIBS | 500,000 | $1.5M | 0.58% |
| 16 | Orion S.A. | OEC | 45,187 | $584,268 | 0.22% |