Harspring Capital Management, LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
15
Total value ($000)
$261,208
Net value change ($000)
-22,987 (-8.1%)
New positions
0
Sold out positions
2
Turnover %
8.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
TPB 4,191 30.5%
GOOGL 3,589 27.8%
LC 2,717 26.3%
ENVA 805 3.2%
NWSA 615 3.3%
RUSHA 441 3.8%
DIBS 205 14.9%
AMZN 23 0.1%
LGIH 13 0.4%
Top Reduces (Value $000, Stocks/ETFs)
Enstar Group LTD -20,854 -100.0%
CCOI -7,654 -18.6%
DAR -3,434 -10.8%
IAC -1,603 -8.8%
MRVI -1,205 -100.0%
UHAL -641 -6.4%
META -165 -0.5%
THRY -30 -0.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type