Harspring Capital Management, LLC
Top Portfolio Positions
12 positions ·
$169,260,801 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DAR |
Darling Ingredients Inc.
Consumer Defensive
|
425,000 | $26,286,250 | 15.53% | |
| ENVA |
Enova International, Inc.
Financial Services
|
170,000 | $23,091,100 | 13.64% | |
| CCOI |
Cogent Communications Holdings, Inc.
Communication Services
|
1,087,000 | $20,479,080 | 12.10% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
95,000 | $19,785,650 | 11.69% | |
| META |
Meta Platforms, Inc.
Communication Services
|
33,500 | $19,166,355 | 11.32% | |
| NWSA |
News Corp
Communication Services
|
480,000 | $11,966,400 | 7.07% | |
| RUSHA |
Rush Enterprises Inc \Tx\
Consumer Cyclical
|
180,000 | $11,899,800 | 7.03% | |
| TPB |
Turning Point Brands, Inc.
Consumer Defensive
|
126,808 | $11,005,666 | 6.50% | |
| LC |
LendingClub Corp
Financial Services
|
700,000 | $10,024,000 | 5.92% | |
| PPLI |
People Inc
Communication Services
|
245,000 | $9,807,350 | 5.79% |
Portfolio Trend
25 quarters · across all stocks
Holdings in ENVA
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $23,091,100 | 170,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $35,448,600 | 225,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,952,795 | 225,500 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,147,760 | 225,500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $21,774,280 | 225,500 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $28,990,276 | 302,360 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $34,353,900 | 410,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $26,767,500 | 430,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $27,016,900 | 430,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $24,801,280 | 448,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $24,315,860 | 478,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $30,225,280 | 569,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $27,990,900 | 630,000 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $29,544,900 | 770,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $21,806,150 | 745,000 | Shares | Sole | 2022-12-05 | |
| 2022-06-30 | $20,462,200 | 710,000 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $18,852,105 | 496,500 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $24,166,400 | 590,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $14,994,700 | 434,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,660,067 | 340,838 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $8,870,000 | 250,000 | Shares | Sole | 2021-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||