Q2 2026 13F · SEC CIK 1652327
Harspring Capital Management, LLC
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $53.7M
- Reported positions
- 7
- Top holdings a year, 3 yrs
- +11.9%
- Average holding period
- 4.8 yrs
Harspring Capital Management, LLC is a hedge fund that reported 7 positions worth $53.7M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Darling Ingredients Inc (DAR, 16.6%), Alphabet Inc (GOOG, 16.4%), Enova Intl Inc (ENVA, 15.7%). A portfolio copying its top holdings returned 11.9% a year over the last 3 years, against 20.4% for the S&P 500.
Harspring Capital Management, LLC holdings all 7 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| DARDarling Ingredients Inc | 16.6% | -61.5% | $8.9M |
| GOOGAlphabet Inc | 16.4% | -50.0% | $8.8M |
| ENVAEnova Intl Inc | 15.7% | -79.4% | $8.4M |
| AMZNAmazon Com Inc | 15.5% | -63.2% | $8.3M |
| CCOICogent Comm Holdings Inc Com New | 15.5% | -44.9% | $8.3M |
| METAMeta Platforms Inc | 15.2% | -56.7% | $8.2M |
| DIBS1stdibs Com Inc | 5.0% | -15.4% | $2.7M |
What Harspring Capital Management, LLC bought and sold in Q2 2026, against Q1 2026.
New positions
No new positions among the largest holdings.
Added to
No position grew by more than 5%.
Reduced
- ENVA Enova Intl Inc-79.4% shares
- AMZN Amazon Com Inc-63.2% shares
- DAR Darling Ingredients Inc-61.5% shares
- META Meta Platforms Inc-56.7% shares
- GOOG Alphabet Inc-50.0% shares
- CCOI Cogent Comm Holdings Inc Com New-44.9% shares
- DIBS 1stdibs Com Inc-15.4% shares
Sold out
- NWSA News Corp Newwas 6.3%
- RUSHA Rush Enterprises Incwas 6.3%
- TPB Turning Pt Brands Incwas 5.8%
- HAPN Happen Incwas 5.3%
- PPLI People Incwas 5.2%
- UHALB U Haul Holding Companywas 3.4%
- LGIH Lgi Homes Incwas 1.1%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +18.8% /yr
- S&P 500 +20.1%
- 3 years
- +11.9% /yr
- S&P 500 +20.4%
- 5 years
- +1.9% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $53.7M | 7 |
| Q1 2026 | $190.1M | 14 |
| Q4 2025 | $269.6M | 14 |
| Q3 2025 | $261.2M | 15 |
| Q2 2025 | $284.2M | 17 |
| Q1 2025 | $261.5M | 16 |
| Q4 2024 | $351.8M | 17 |
| Q3 2024 | $420.6M | 18 |
| Q2 2024 | $394.9M | 18 |
| Q1 2024 | $423.8M | 17 |
| Q4 2023 | $421.9M | 17 |
| Q3 2023 | $377.1M | 18 |
Questions about Harspring Capital Management, LLC's portfolio
What stocks does Harspring Capital Management, LLC own?
Harspring Capital Management, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 7 positions worth $53.7M. The largest are Darling Ingredients Inc (DAR) at 16.6%, Alphabet Inc (GOOG) at 16.4%, Enova Intl Inc (ENVA) at 15.7%, Amazon Com Inc (AMZN) at 15.5% and Cogent Comm Holdings Inc Com New (CCOI) at 15.5%.
What did Harspring Capital Management, LLC buy last quarter?
Harspring Capital Management, LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.
What did Harspring Capital Management, LLC sell last quarter?
In Q2 2026, Harspring Capital Management, LLC sold all of News Corp New (NWSA), sold all of Rush Enterprises Inc (RUSHA), sold all of Turning Pt Brands Inc (TPB), sold all of Happen Inc (HAPN), sold all of People Inc (PPLI), Enova Intl Inc (ENVA) (-79.4% shares), Amazon Com Inc (AMZN) (-63.2% shares) and Darling Ingredients Inc (DAR) (-61.5% shares), compared with its Q1 2026 filing.
How has Harspring Capital Management, LLC's portfolio performed?
A portfolio copying Harspring Capital Management, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +11.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.8% against +20.1%. Over 5 years: +1.9% a year against +11.6%.
When is Harspring Capital Management, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. Harspring Capital Management, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.