Funds · 13F filer · New York, NY

Harspring Capital Management, LLC

$53.7M in 7 U.S. stocks and ETFs at the end of June 30, 2026, as reported to the SEC.1

1y return+14.5%S&P 500 +20.9%
3y return+34.7%S&P 500 +68.5%
5y return+13.4%S&P 500 +74.5%

These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.

$100 invested in its stock picks

Since December 31, 2019: $198 against $232 in the S&P 500.2

Harspring Capital Management, LLCS&P 500 (SPY)
$72$100$23220192026

Top holdings

At the end of June 30, 2026. Change is in shares since the quarter before.2

StockValueShare of portfolioChange
DARDarling Ingredients Inc$8.9M16.6%−61.5%
GOOGAlphabet Inc$8.8M16.4%−50.0%
ENVAEnova Intl Inc$8.4M15.7%−79.4%
AMZNAmazon Com Inc$8.3M15.5%−63.2%
CCOICogent Comm Holdings Inc$8.3M15.5%−44.9%
METAMeta Platforms Inc$8.2M15.2%−56.7%
DIBS1stdibs Com Inc$2.7M5.0%−15.4%

Best picks still held

How each current holding has done since the quarter it first appeared in its filings (up to six years back).

StockHeld sinceReturn sinceNow worth
ENVAEnova Intl IncMarch 31, 2021+578.5%$8.4M
GOOGAlphabet IncJune 30, 2020+399.9%$8.8M
METAMeta Platforms IncSeptember 30, 2020+115.1%$8.2M
AMZNAmazon Com IncJune 30, 2020+72.8%$8.3M
DARDarling Ingredients IncJune 30, 2025+44.0%$8.9M
DIBS1stdibs Com IncJune 30, 2024+9.1%$2.7M
CCOICogent Comm Holdings IncDecember 31, 2022−75.7%$8.3M

Sold off last quarter

  • NWSANews Corp New was $12.0M
  • RUSHARush Enterprises Inc was $11.9M
  • TPBTurning Pt Brands Inc was $11.0M
  • HAPNLendingclub Issuance Tr Ser was $10.0M
  • PPLIIac Inc was $9.8M
  • UHAL/BU Haul Holding Company was $6.5M
  • LGIHLgi Homes Inc was $2.2M

Quarter by quarter

QuarterIts picksS&P 500
June 30, 2026+13.2%+14.8%
March 31, 2026−0.0%−4.6%
December 31, 2025+2.3%+2.4%
September 30, 2025−1.1%+7.8%
June 30, 2025+1.5%+10.5%
March 31, 2025−9.3%−4.6%
December 31, 2024+2.6%+2.1%
September 30, 2024+14.0%+5.4%
June 30, 2024−4.1%+4.0%
March 31, 2024+4.4%+10.0%
December 31, 2023+18.3%+11.2%
September 30, 2023−7.7%−3.6%
June 30, 2023+15.2%+8.3%
March 31, 2023+11.4%+7.0%
December 31, 2022−3.6%+7.1%
September 30, 2022−9.0%−5.3%
June 30, 2022−18.3%−16.5%
March 31, 2022−8.7%−4.9%
December 31, 2021+1.2%+10.7%
September 30, 2021−1.0%+0.3%

Sources

Every number on this page points here. Each one links to the public record.

  1. 1
    CIK 1652327
  2. 2
    Filed August 14, 2026 · accession 0001652327-26-000006