HCM

Harspring Capital Management Portfolio holdings

AUM $284M
1-Year Est. Return 20.1%
This Quarter Est. Return
1 Year Est. Return
+20.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
-$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
17
New
Increased
Reduced
Closed

Top Buys

1
+$1.54M

Top Sells

1
+$11.1M
2
+$9.2M
3
+$7.42M
4
META icon
Meta Platforms (Facebook)
META
+$5.19M
5
AMZN icon
Amazon
AMZN
+$3.81M

Sector Composition

1 Communication Services 54.93%
2 Financials 20.19%
3 Consumer Discretionary 16.34%
4 Industrials 4.19%
5 Consumer Staples 4.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CCOI icon
1
Cogent Communications
CCOI
$2.14B
$54.2M 20.74%
884,797
-150,000
META icon
2
Meta Platforms (Facebook)
META
$1.8T
$25.6M 9.81%
44,500
-9,000
AMZN icon
3
Amazon
AMZN
$2.27T
$24.6M 9.4%
129,200
-20,000
IAC icon
4
IAC Inc
IAC
$2.62B
$22.5M 8.61%
597,310
-67,045
ENVA icon
5
Enova International
ENVA
$2.72B
$21.8M 8.33%
225,500
-76,860
ESGR
6
DELISTED
Enstar Group
ESGR
$20.6M 7.88%
62,000
NWSA icon
7
News Corp Class A
NWSA
$14.6B
$16.9M 6.47%
621,500
-135,000
GOOG icon
8
Alphabet (Google) Class C
GOOG
$3.07T
$15.3M 5.83%
97,650
-20,000
RUSHA icon
9
Rush Enterprises Class A
RUSHA
$3.96B
$12M 4.6%
225,000
-65,000
UHAL.B icon
10
U-Haul Holding Co Series N
UHAL.B
$9.4B
$10.9M 4.19%
185,000
-45,000
TPB icon
11
Turning Point Brands
TPB
$1.64B
$10.8M 4.13%
181,500
LC icon
12
LendingClub
LC
$1.77B
$10.4M 3.99%
1,010,000
-50,000
THRY icon
13
Thryv Holdings
THRY
$487M
$9.06M 3.47%
707,500
-175,000
LGIH icon
14
LGI Homes
LGIH
$1.04B
$4.62M 1.77%
69,500
+23,150
DIBS icon
15
1stdibs.com
DIBS
$99.7M
$1.52M 0.58%
500,000
OEC icon
16
Orion
OEC
$323M
$584K 0.22%
45,187
-174,813
BRK.B icon
17
Berkshire Hathaway Class B
BRK.B
$1.06T
– –
-24,500