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HCM

Harspring Capital Management Portfolio holdings

AUM $53.7M
1-Year Est. Return 23.29%
This Fund
S&P 500
This Quarter Est. Return
+11.36%
1 Year Est. Return
+23.29%
3 Year Est. Return
+70.56%
5 Year Est. Return
+50.18%
10 Year Est. Return
–
AUM
$53.7M
AUM Growth
-$136M
Cap. Flow
-$147M
Cap. Flow %
-274.18%
Top 10 Hldgs %
100%
Holding
14
New
–
Increased
–
Reduced
7
Closed
7

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
ENVA icon
Enova International
ENVA
+$23.2M
2
DAR icon
Darling Ingredients
DAR
+$15.6M
3
AMZN icon
Amazon
AMZN
+$15.1M
4
NWSA icon
News Corp Class A
NWSA
+$12M
5
RUSHA icon
Rush Enterprises Class A
RUSHA
+$11.9M

Sector Composition

Rank Sector Weight
1 Communication Services 52.16%
2 Consumer Staples 16.63%
3 Financials 15.69%
4 Consumer Discretionary 15.53%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DAR icon
1
Darling Ingredients
DAR
$10.4B
$8.93M 16.63%
163,500
-261,500
-62% -$15.6M
GOOG icon
2
Alphabet (Google) Class C
GOOG
$4.15T
$8.83M 16.45%
25,000
-25,000
-50% -$8.93M
ENVA icon
3
Enova International
ENVA
$5.81B
$8.43M 15.69%
35,000
-135,000
-79% -$23.2M
AMZN icon
4
Amazon
AMZN
$2.79T
$8.34M 15.53%
35,000
-60,000
-63% -$15.1M
CCOI icon
5
Cogent Communications
CCOI
$511M
$8.32M 15.49%
599,418
-487,582
-45% -$8.99M
META icon
6
Meta Platforms (Facebook)
META
$1.56T
$8.17M 15.21%
14,500
-19,000
-57% -$11.6M
DIBS icon
7
1stdibs.com
DIBS
$163M
$2.69M 5.02%
550,000
-100,000
-15% -$482K
PPLI
8
People Inc
PPLI
$2.9B
– –
-245,000
Closed -$9.81M
HAPN
9
Happen Inc
HAPN
$2.03B
– –
-700,000
Closed -$10M
LGIH icon
10
LGI Homes
LGIH
$1.27B
– –
-55,000
Closed -$2.17M
NWSA icon
11
News Corp Class A
NWSA
$16.6B
– –
-480,000
Closed -$12M
RUSHA icon
12
Rush Enterprises Class A
RUSHA
$5.85B
– –
-270,000
Closed -$11.9M
TPB icon
13
Turning Point Brands
TPB
$1.54B
– –
-126,808
Closed -$11M
UHAL.B icon
14
U-Haul Holding Co Series N
UHAL.B
$11.6B
– –
-145,000
Closed -$6.48M

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Harspring Capital Management's Q2 2026 Portfolio in Review

As of Q2 2026, Harspring Capital Management held 14 positions worth $53.7M, down 72% from $190M the previous quarter. Its ten largest holdings account for 100% of the portfolio.

Harspring Capital Management withdrew a net $147M in Q2 2026, closing 7 positions and reducing 7 holdings. Its most notable exit was News Corp Class A, an estimated $12M position sold in full.

By sector, the portfolio is most concentrated in Communication Services at 52% of assets, up from 42% a quarter earlier, followed by Consumer Staples and Financials.

  • Harspring Capital Management's biggest Q2 2026 reduction was Enova International, cutting an estimated $23.2M.
  • Harspring Capital Management fully exited News Corp Class A in Q2 2026, selling an estimated $12M.
  • Harspring Capital Management's ten largest holdings make up 100% of its $53.7M portfolio in Q2 2026.
  • Harspring Capital Management opened 0 new positions and closed 7 in Q2 2026.
  • Harspring Capital Management's portfolio value fell 72% quarter-over-quarter to $53.7M.

Based on Harspring Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.