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 |
|---|---|---|---|---|
| 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% |
| IAC |
IAC Inc.
Communication Services
|
245,000 | $9,807,350 | 5.79% |
Portfolio Trend
Holdings in RUSHA
Shares Held
Position Value (USD)
14 of 14 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,899,800 | 180,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $12,136,500 | 225,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $12,030,750 | 225,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $11,589,750 | 225,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,017,250 | 225,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,889,100 | 290,000 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,377,300 | 310,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $13,817,100 | 330,000 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $17,661,600 | 330,000 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,599,000 | 330,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,086,350 | 345,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,313,459 | 230,000 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,461,000 | 177,500 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,140,861 | 147,500 | Shares | Sole | 2023-02-13 | |
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