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Harspring Capital Management, LLC

CIK:0001652327
Hedge Fund
$262M AUM
17 holdings
New York, NY, United States
Founded:2015
5 employees
Latest filing:Jun 30, 2025

Harspring Capital Management, LLC is an SEC-registered investment adviser headquartered in New York, NY. The firm manages assets for pooled investment vehicles, including Harspring Capital, LP and accounts for institutional and high-net-worth clients. Founded in 2015, Harspring employs a small team with extensive experience in growth and value investing, focusing primarily on U.S. and global public equities.

Investment Strategy

Harspring Capital Management, LLC employs a fundamental, research-driven investment process focused on long and short positions in publicly traded equities. The firm targets growth and value opportunities across U.S. and international markets, seeking to generate absolute returns by investing in high-quality companies with strong business models and secular tailwinds. Portfolio construction emphasizes risk management and capital preservation.

Latest 13F Filing Activity

Harspring Capital Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 17 equity positions with a total 13F market value of $284M. The fund increased holdings in Darling Ingredients Inc., Meta Platforms Inc., Enova Intl Inc. among other positions. Harspring Capital Management, LLC reduced exposure to Cogent Communications HLDGS, THRYV HLDGS Inc., Iac Inc. among others.

Top Buys
D
DARDARLING INGREDIENTS INC
+$31.7M
M
METAMETA PLATFORMS INC
+$7.2M
E
ENVAENOVA INTL INC
+$3.4M
T
TPBTURNING PT BRANDS INC
+$3.0M
A
AMZNAMAZON COM INC
+$2.7M
Top Sells
C
CCOICOGENT COMMUNICATIONS HLDGS
-$13.0M
T
THRYTHRYV HLDGS INC
-$5.4M
I
IACIAC INC
-$4.2M
G
GOOGALPHABET INC
-$2.4M
L
LGIHLGI HOMES INC
-$1.0M

Top Holdings

C
CCOICOGENT COMMUNICATIONS HLDGS
+14.5%$41.2M
M
METAMETA PLATFORMS INC
+11.6%$32.8M
D
DARDARLING INGREDIENTS INC
+11.1%$31.7M
A
AMZNAMAZON COM INC
+9.6%$27.2M
E
ENVAENOVA INTL INC
+8.8%$25.1M

Equity Positions (17)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
COGENT COMMUNICATIONS HLDGS14.50%$41.2M854,797$64.09$48.21-$13.0M
META PLATFORMS INC11.56%$32.8M44,500$256.34$738.09+$7.2M
DARLING INGREDIENTS INC11.15%$31.7M835,000$37.94$37.94+$31.7M
AMAZON COM INC9.59%$27.2M124,200$142.36$219.39+$2.7M
ENOVA INTL INC8.85%$25.1M225,500$34.16$111.52+$3.4M

Industry Allocation

SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+31.5%
PERSONAL CREDIT INSTITUTIONS
+14.9%
COMMUNICATIONS SERVICES, NEC
+12.8%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+11.0%
FATS & OILS
+10.8%