Harspring Capital Management, LLC Top Holdings and 13F Report (2023)

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About Harspring Capital Management, LLC

Harspring Capital Management, LLC has $423.81 million in total holdings as of June 30, 2023.
Harspring Capital Management, LLC owns shares of 17 different stocks, but just 9 companies or ETFs make up 80% of its holdings.
Approximately 3.27% of the portfolio was purchased this quarter.
About 7.21% of the portfolio was sold this quarter.
This quarter, Harspring Capital Management, LLC has purchased 17 new stocks and bought additional shares in 4 stocks.
Harspring Capital Management, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.

Berkshire Hathaway: 23,000 shares (about $9.67M)
Meta Platforms: 10,800 shares (about $5.24M)
LendingClub: 585,000 shares (about $5.14M)
Amazon.com: 15,800 shares (about $2.85M)
IAC: 48,500 shares (about $2.59M)

Selling

Neutral

Buying

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
CCOI Cogent Communications	$72,516,300	$5,912,365 ▲	8.9%	1,110,000	17.1%	Computer and Technology
ESGR Enstar Group	$58,500,570	$4,583,710 ▲	8.5%	188,250	13.8%	Finance
IAC IAC	$45,872,400	$2,586,990 ▼	-5.3%	860,000	10.8%	Multi-Sector Conglomerates
META Meta Platforms	$39,429,096	$5,244,264 ▼	-11.7%	81,200	9.3%	Computer and Technology
AMZN Amazon.com	$37,735,496	$2,850,004 ▼	-7.0%	209,200	8.9%	Retail/Wholesale
ENVA Enova International	$27,016,900	$1,130,940 ▼	-4.0%	430,000	6.4%	Finance
NWSA News	$22,776,600	$1,439,900 ▼	-5.9%	870,000	5.4%	Consumer Discretionary
GOOG Alphabet	$19,435,989	$2,489,451 ▼	-11.4%	127,650	4.6%	Computer and Technology
U-Haul Holding Company	$19,337,200		0.0%	290,000	4.6%	COM SER N
RUSHA Rush Enterprises	$17,661,600		0.0%	330,000	4.2%	Retail/Wholesale
BRK.B Berkshire Hathaway	$14,718,200	$9,671,960 ▼	-39.7%	35,000	3.5%	Finance
OEC Orion	$13,288,800		0.0%	565,000	3.1%	Basic Materials
LC LendingClub	$10,196,400	$5,142,150 ▼	-33.5%	1,160,000	2.4%	Finance
THRY Thryv	$8,669,700	$1,000,350 ▲	13.0%	390,000	2.0%	Computer and Technology
WD Walker & Dunlop	$6,568,900		0.0%	65,000	1.5%	Finance
LGIH LGI Homes	$5,393,750		0.0%	46,350	1.3%	Finance
TPB Turning Point Brands	$4,688,000	$2,349,157 ▲	100.4%	160,000	1.1%	Consumer Staples