HCM
Harspring Capital Management Portfolio holdings
AUM
$284M
This Quarter Return
-7.76%
1 Year Return
+20.1%
3 Year Return
+70.31%
5 Year Return
+131.35%
10 Year Return
–
AUM
$606M
AUM Growth
+$606M
(-0.79%)
Cap. Flow
+$39.1M
Cap. Flow
% of AUM
6.45%
Top 10 Holdings %
Top 10 Hldgs %
71.16%
Holding
36
New
3
Increased
12
Reduced
6
Closed
8
Top Buys
| 1 |
LendingClub
LC
|
$13.5M |
| 2 |
Amazon
AMZN
|
$11.6M |
| 3 |
IAC Inc
IAC
|
$11.5M |
| 4 |
Meta Platforms (Facebook)
META
|
$10.9M |
| 5 |
PCOM
Points.com Inc. Common Shares
PCOM
|
$10.4M |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$19.1M |
| 2 |
Camping World
CWH
|
$10.9M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$10.3M |
| 4 |
Bally's
BALY
|
$10.3M |
| 5 |
Orion
OEC
|
$5.84M |
Sector Composition
| 1 | Financials | 34.47% |
| 2 | Communication Services | 32.21% |
| 3 | Consumer Discretionary | 11.08% |
| 4 | Industrials | 7.82% |
| 5 | Consumer Staples | 1.48% |
