Harspring Capital Management, LLC Portfolio Holdings

Harspring Capital Management, LLC

  • $252 Million
  • Q3 2025

Harspring Capital Management, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $252 Million distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cogent Communications Holdings, Inc. with a value of $33.6M, Meta Platforms, Inc. with a value of $32.7M, Darling Ingredients Inc. with a value of $28.2M, Amazon Com Inc with a value of $27.3M, and Enova International, Inc. with a value of $26M.

Examining the 13F form we can see an decrease of $22.4M in the current position value, from $274M to 252M.

Harspring Capital Management, LLC is based out at New York, NY

Below you can find more details about Harspring Capital Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $252 Million
Communication Services: $122 Million
Consumer Defensive: $46.2 Million
Consumer Cyclical: $44.5 Million
Financial Services: $39 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$843M
$33.6 Million 13.33% of portfolio
875,000
Q3 2025 Added 2.36%
$1.37T
$32.7 Million 12.98% of portfolio
44,500
Q1 2025 Reduced 16.82%
$5.57B
$28.2 Million 11.22% of portfolio
915,000
Q3 2025 Added 9.58%
$2.39T
$27.3 Million 10.83% of portfolio
124,200
Q2 2025 Reduced 3.87%
$4.02B
$26 Million 10.31% of portfolio
225,500
Q1 2025 Reduced 25.42%
$10B
$19.1 Million 7.58% of portfolio
621,500
Q1 2025 Reduced 17.85%
$1.78B
$17.9 Million 7.13% of portfolio
181,500
Q2 2024 Added 13.44%
$2.77B
$16.7 Million 6.63% of portfolio
490,000
Q1 2025 Reduced 10.09%
$1.74T
$16.5 Million 6.54% of portfolio
67,650
Q3 2025 Reduced 6.88%
$1.81B
$13.1 Million 5.19% of portfolio
860,000
Q2 2025 Reduced 14.85%
$2.01B
$12 Million 4.78% of portfolio
225,000
Q1 2025 Reduced 22.41%
$202M
$3.62 Million 1.44% of portfolio
300,000
Q2 2025 Reduced 57.6%
$1.14B
$3.59 Million 1.43% of portfolio
69,500
Q1 2025 Added 49.95%
$188M
$1.56 Million 0.62% of portfolio
610,000
Q3 2025 Added 22.0%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 19.57%

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $252 Million
  • Prior Value $274 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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