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Size ($ in 1000's)
At 12/31/2023: $421,895 At 09/30/2023: $377,092
Harspring Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Harspring Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Harspring Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Harspring Capital Management LLC.
In the Harspring Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Harspring Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Harspring Capital Management LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
Cogent Communications Holdings Inc. |
1,019,500 |
+35,500 |
$77,543 | CCOI | 1,019,500 | +35,500 | $77,543 | Enstar Group Limited |
173,500 |
+1,054 |
$51,070 | ESGR | 173,500 | +1,054 | $51,070 | IAC Inc. |
908,500 |
-30,000 |
$47,587 | IAC | 908,500 | -30,000 | $47,587 | Amazon.com Inc. |
225,000 |
-5,000 |
$34,186 | AMZN | 225,000 | -5,000 | $34,186 | Meta Platforms Inc. |
92,000 |
UNCH |
$32,564 | META | 92,000 | UNCH | $32,564 | Enova International Inc. |
448,000 |
-30,000 |
$24,801 | ENVA | 448,000 | -30,000 | $24,801 | News Corporation |
925,000 |
-71,500 |
$22,709 | NWSA | 925,000 | -71,500 | $22,709 | Berkshire Hathaway Inc. |
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$20,686 | BRK.B | 58,000 | -17,000 | $20,686 | U Haul Holding Company |
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$20,428 | UHAL.B | 290,000 | -152,500 | $20,428 | Alphabet Inc. |
144,000 |
-1,500 |
$20,294 | GOOG | 144,000 | -1,500 | $20,294 | Rush Enterprises Inc. |
330,000 |
-15,000 |
$16,599 | RUSHA | 330,000 | -15,000 | $16,599 | Orion S.A. |
565,000 |
-55,000 |
$15,667 | OEC | 565,000 | -55,000 | $15,667 | LendingClub Corporation |
1,745,000 |
-105,000 |
$15,251 | LC | 1,745,000 | -105,000 | $15,251 | Walker & Dunlop Inc. |
65,000 |
UNCH |
$7,216 | WD | 65,000 | UNCH | $7,216 | Thryv Holdings Inc. |
345,000 |
+65,000 |
$7,021 | THRY | 345,000 | +65,000 | $7,021 | LGI Homes Inc. |
46,350 |
UNCH |
$6,172 | LGIH | 46,350 | UNCH | $6,172 |
See Full List: All Stocks Held By Harspring Capital Management LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Harspring Capital Management LLC
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