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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

Rank Stock Value
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

Rank Sector Weight
1 Communication Services 41.74%
2 Consumer Staples 19.62%
3 Consumer Discretionary 17.81%
4 Financials 17.42%
5 Industrials 3.41%

No holdings matched the selected filter criteria.

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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.