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HCM

Harspring Capital Management Portfolio holdings

AUM $190M
1-Year Est. Return 19.3%
This Fund
S&P 500
This Quarter Est. Return
+2.32%
1 Year Est. Return
+19.3%
3 Year Est. Return
+76.96%
5 Year Est. Return
+46.98%
10 Year Est. Return
–
AUM
$190M
AUM Growth
-$79.5M
Cap. Flow
-$78.4M
Cap. Flow %
-41.26%
Top 10 Hldgs %
88.41%
Holding
14
New
–
Increased
–
Reduced
14
Closed
–

Top Buys

No buys this quarter

Top Sells

1
DAR icon
Darling Ingredients
DAR
+$24.1M
2
ENVA icon
Enova International
ENVA
+$8.27M
3
META icon
Meta Platforms (Facebook)
META
+$7.05M
4
CCOI icon
Cogent Communications
CCOI
+$6.95M
5
AMZN icon
Amazon
AMZN
+$6.43M

Sector Composition

1 Communication Services 41.74%
2 Consumer Staples 19.62%
3 Consumer Discretionary 17.81%
4 Financials 17.42%
5 Industrials 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DAR icon
1
Darling Ingredients
DAR
$10B
$26.3M 13.83%
425,000
-490,000
-54% -$24.1M
ENVA icon
2
Enova International
ENVA
$5.79B
$23.1M 12.15%
170,000
-55,500
-25% -$8.27M
CCOI icon
3
Cogent Communications
CCOI
$549M
$20.5M 10.77%
1,087,000
-315,500
-22% -$6.95M
AMZN icon
4
Amazon
AMZN
$2.66T
$19.8M 10.41%
95,000
-29,200
-24% -$6.43M
META icon
5
Meta Platforms (Facebook)
META
$1.64T
$19.2M 10.08%
33,500
-11,000
-25% -$7.05M
GOOG icon
6
Alphabet (Google) Class C
GOOG
$4.22T
$14.3M 7.55%
50,000
-17,650
-26% -$5.54M
NWSA icon
7
News Corp Class A
NWSA
$15.4B
$12M 6.3%
480,000
-121,500
-20% -$3.01M
RUSHA icon
8
Rush Enterprises Class A
RUSHA
$5.98B
$11.9M 6.26%
180,000
-45,000
-20% -$2.96M
TPB icon
9
Turning Point Brands
TPB
$1.6B
$11M 5.79%
126,808
-54,692
-30% -$6.09M
HAPN
10
Happen Inc
HAPN
$2.22B
$10M 5.27%
700,000
-160,000
-19% -$2.68M
PPLI
11
People Inc
PPLI
$3.31B
$9.81M 5.16%
245,000
-70,000
-22% -$2.65M
UHAL.B icon
12
U-Haul Holding Co Series N
UHAL.B
$12.2B
$6.48M 3.41%
145,000
-40,000
-22% -$1.89M
DIBS icon
13
1stdibs.com
DIBS
$162M
$3.58M 1.88%
650,000
-10,000
-2% -$55.4K
LGIH icon
14
LGI Homes
LGIH
$1.36B
$2.17M 1.14%
55,000
-14,500
-21% -$707K

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Harspring Capital Management's Q1 2026 Portfolio in Review

As of Q1 2026, Harspring Capital Management held 14 positions worth $190M, down 29% from $270M the previous quarter. Its ten largest holdings account for 88% of the portfolio.

Harspring Capital Management withdrew a net $78.4M in Q1 2026, reducing 14 holdings. Its largest reduction was Darling Ingredients, cutting an estimated $24.1M.

By sector, the portfolio is most concentrated in Communication Services at 42% of assets, down from 42% a quarter earlier, followed by Consumer Staples and Consumer Discretionary.

  • Harspring Capital Management's biggest Q1 2026 reduction was Darling Ingredients, cutting an estimated $24.1M.
  • Harspring Capital Management's ten largest holdings make up 88% of its $190M portfolio in Q1 2026.
  • Harspring Capital Management opened 0 new positions and closed 0 in Q1 2026.
  • Harspring Capital Management's portfolio value fell 29% quarter-over-quarter to $190M.

Based on Harspring Capital Management's 13F filing for Q1 2026, filed 13 May 2026.