StockDriftsStockDriftsTop 7 Harspring Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DAR | DARLING INGREDIENTS INC | 16.63% | 163.5K | $8.9M | -61.53%(-261.50K) | $34.72(+89.37%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 16.45% | 25.0K | $8.8M | -50.00%(-25.00K) | $94.16(+265.25%) | 2026-06-30 | |
| ENVA | ENOVA INTL INC | 15.69% | 35.0K | $8.4M | -79.41%(-135.00K) | $33.32(+686.43%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 15.53% | 35.0K | $8.3M | -63.16%(-60.00K) | $145.53(+82.18%) | 2026-06-30 | |
| CCOI | COGENT COMM HOLDINGS INC | 15.49% | 599.4K | $8.3M | -44.86%(-487.58K) | $51.15(-80.80%) | 2026-06-30 | |
| META | META PLATFORMS INC | 15.21% | 14.5K | $8.2M | -56.72%(-19.00K) | $262.64(+126.53%) | 2026-06-30 | |
| DIBS | 1STDIBS COM INC | 5.02% | 550.0K | $2.7M | -15.38%(-100.00K) | $4.38(+10.49%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +11.25% | +37.70% | +2.42% | +12.69% |
| Top 20 Holdings Unweighted | +15.42% | +53.76% | +4.27% | +23.27% |
Harspring Capital Management LLC reports $53.71M in US-listed equity holdings across 7 positions in its most recent 13F filing. Its largest disclosed positions are DAR (16.6%), GOOG (16.4%) and ENVA (15.7%). The top 20 holdings account for 100.02% of reported assets. Its disclosed equity book has returned +37.70% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Harspring Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1652327). View Harspring Capital Management LLC’s 13F filings on SEC