Harspring Capital Management, LLC Diversified Active

CIK: 0001652327 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 13, 2025

Total Value ($000): $261,208 (100.0% shares, 0.0% debt)

Holdings (15)

CCOI COGENT COMMUNICATIONS HLDGS 12.8%

Value ($000) $33,556 Shares 875,000 Est. Cost $55.82 Unrealized -26.5%

META META PLATFORMS INC 12.5%

Value ($000) $32,680 Shares 44,500 Est. Cost $258.11 Unrealized +187.9%

DAR DARLING INGREDIENTS INC 10.8%

Value ($000) $28,246 Shares 915,000 Est. Cost $32.95 Unrealized +1.4%

AMZN AMAZON COM INC 10.4%

Value ($000) $27,271 Shares 124,200 Est. Cost $126.05 Unrealized +79.6%

ENVA ENOVA INTL INC 9.9%

Value ($000) $25,953 Shares 225,500 Est. Cost $33.35 Unrealized +242.7%

NWSA NEWS CORP NEW 7.3%

Value ($000) $19,086 Shares 621,500 Est. Cost $17.41 Unrealized +69.8%

TPB TURNING PT BRANDS INC 6.9%

Value ($000) $17,943 Shares 181,500 Est. Cost $24.98 Unrealized +262.4%

IAC IAC INC 6.4%

Value ($000) $16,694 Shares 490,000 Est. Cost $96.07 Unrealized -61.2%

GOOG ALPHABET INC 6.3%

Value ($000) $16,476 Shares 67,650 Est. Cost $110.10 Unrealized +90.7%

LC LENDINGCLUB CORP 5.0%

Value ($000) $13,063 Shares 860,000 Est. Cost $14.34 Unrealized +5.8%

RUSHA RUSH ENTERPRISES INC 4.6%

Value ($000) $12,031 Shares 225,000 Est. Cost $36.68 Unrealized +51.7%

UHAL/B U HAUL HOLDING COMPANY 3.6%

Value ($000) $9,417 Shares 185,000 Est. Cost $57.91 Unrealized -8.0%

THRY THRYV HLDGS INC 1.4%

Value ($000) $3,618 Shares 300,000 Est. Cost $18.98 Unrealized -33.3%

LGIH LGI HOMES INC 1.4%

Value ($000) $3,594 Shares 69,500 Est. Cost $97.79 Unrealized -40.4%

DIBS 1STDIBS COM INC 0.6%

Value ($000) $1,580 Shares 610,000 Est. Cost $4.52 Unrealized -39.7%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
CCOI	COGENT COMMUNICATIONS HLDGS	875,000	$33,556	12.8%	$55.82	-26.5%	COM NEW	19239V302
META	META PLATFORMS INC	44,500	$32,680	12.5%	$258.11	+187.9%	CL A	30303M102
DAR	DARLING INGREDIENTS INC	915,000	$28,246	10.8%	$32.95	+1.4%	COM	237266101
AMZN	AMAZON COM INC	124,200	$27,271	10.4%	$126.05	+79.6%	COM	023135106
ENVA	ENOVA INTL INC	225,500	$25,953	9.9%	$33.35	+242.7%	COM	29357K103
NWSA	NEWS CORP NEW	621,500	$19,086	7.3%	$17.41	+69.8%	CL A	65249B109
TPB	TURNING PT BRANDS INC	181,500	$17,943	6.9%	$24.98	+262.4%	COM	90041L105
IAC	IAC INC	490,000	$16,694	6.4%	$96.07	-61.2%	COM NEW	44891N208
GOOG	ALPHABET INC	67,650	$16,476	6.3%	$110.10	+90.7%	CAP STK CL C	02079K107
LC	LENDINGCLUB CORP	860,000	$13,063	5.0%	$14.34	+5.8%	COM NEW	52603A208
RUSHA	RUSH ENTERPRISES INC	225,000	$12,031	4.6%	$36.68	+51.7%	CL A	781846209
UHAL/B	U HAUL HOLDING COMPANY	185,000	$9,417	3.6%	$57.91	-8.0%	COM SER N	023586506
THRY	THRYV HLDGS INC	300,000	$3,618	1.4%	$18.98	-33.3%	COM NEW	886029206
LGIH	LGI HOMES INC	69,500	$3,594	1.4%	$97.79	-40.4%	COM	50187T106
DIBS	1STDIBS COM INC	610,000	$1,580	0.6%	$4.52	-39.7%	COM	320551104