Harspring Capital Management, LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
14
Total value ($000)
$269,610
Net value change ($000)
+8,402 (3.2%)
New positions
0
Sold out positions
1
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
ENVA 9,496 36.6%
GOOGL 4,753 28.8%
DAR 4,694 16.6%
LC 3,225 24.7%
DIBS 2,373 150.2%
TPB 1,732 9.7%
AMZN 1,397 5.1%
RUSHA 106 0.9%
Top Reduces (Value $000, Stocks/ETFs)
IAC -4,377 -26.2%
THRY -3,618 -100.0%
NWSA -3,375 -17.7%
CCOI -3,318 -9.9%
META -3,306 -10.1%
UHAL -770 -8.2%
LGIH -608 -16.9%
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