HCM
Harspring Capital Management Portfolio holdings
AUM
$270M
1-Year Est. Return
6.26%
This Fund
S&P 500
1 Year Est. Return
+6.26%
AUM
$270M
AUM Growth
+$8.4M
(+3.2%)
Holding
15
Sector Composition
| 1 | Communication Services | 41.85% |
| 2 | Consumer Staples | 19.52% |
| 3 | Financials | 19.19% |
| 4 | Consumer Discretionary | 16.24% |
| 5 | Industrials | 3.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Enova International
ENVA
$3.54B
| $35.4M | 13.15% |
225,500
|
|
||
2
Darling Ingredients
DAR
$8.57B
| $32.9M | 12.22% |
915,000
|
|
||
3
Cogent Communications
CCOI
$1.11B
| $30.2M | 11.22% |
1,402,500
+527,500
|
|
||
4
Meta Platforms (Facebook)
META
$1.66T
| $29.4M | 10.9% |
44,500
|
|
||
5
Amazon
AMZN
$2.24T
| $28.7M | 10.63% |
124,200
|
|
||
6
Alphabet (Google) Class C
GOOG
$3.67T
| $21.2M | 7.87% |
67,650
|
|
||
7
Turning Point Brands
TPB
$2.07B
| $19.7M | 7.3% |
181,500
|
|
||
8
LendingClub
LC
$1.73B
| $16.3M | 6.04% |
860,000
|
|
||
9
News Corp Class A
NWSA
$13.3B
| $15.7M | 5.83% |
601,500
-20,000
|
|
||
10
IAC Inc
IAC
$2.87B
| $12.3M | 4.57% |
315,000
-175,000
|
|
||
11
Rush Enterprises Class A
RUSHA
$5.57B
| $12.1M | 4.5% |
225,000
|
|
||
12
U-Haul Holding Co Series N
UHAL.B
$9.18B
| $8.65M | 3.21% |
185,000
|
|
||
13
1stdibs.com
DIBS
$195M
| $3.95M | 1.47% |
660,000
+50,000
|
|
||
14
LGI Homes
LGIH
$1.16B
| $2.99M | 1.11% |
69,500
|
|
||
15
Thryv Holdings
THRY
$128M
| – | – |
-300,000
|
|