13F HOLDINGS REPORT
Harspring Capital Management, LLC
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0001835407-23-000007
Total Value
$402.3M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | IAC Inc. | IAC | 1,150,000 | $72.2M | 17.95% |
| 2 | Cogent Communications Holdings, Inc. | CCOI | 575,000 | $38.7M | 9.62% |
| 3 | Meta Platforms, Inc. | META | 115,000 | $33.0M | 8.20% |
| 4 | Enstar Group Limited | G3075P101 | 129,500 | $31.6M | 7.86% |
| 5 | Berkshire Hathaway Inc. | BRK-A | 89,000 | $30.3M | 7.54% |
| 6 | Enova International, Inc. | 29357K103 | 569,000 | $30.2M | 7.51% |
| 7 | Amazon.com, Inc. | AMZN | 230,000 | $30.0M | 7.45% |
| 8 | U-Haul Holding Company | UHAL-B | 517,500 | $26.2M | 6.52% |
| 9 | LendingClub Corporation | LC | 2,355,000 | $23.0M | 5.71% |
| 10 | News Corporation | NWSLL | 1,150,000 | $22.4M | 5.57% |
| 11 | Alphabet Inc. | GOOG | 145,500 | $17.6M | 4.38% |
| 12 | Rush Enterprises, Inc. | RUSHB | 230,000 | $14.0M | 3.47% |
| 13 | Orion S.A. | OEC | 635,000 | $13.5M | 3.35% |
| 14 | A-Mark Precious Metals, Inc. | GOLD | 191,500 | $7.2M | 1.78% |
| 15 | LGI Homes, Inc. | LGIH | 51,500 | $6.9M | 1.73% |
| 16 | Walker & Dunlop, Inc. | WD | 68,472 | $5.4M | 1.35% |