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Harspring Capital Management, LLC

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13F filer, CIK 1652327, NEW YORK, NY

Harspring Capital Management, LLC reported $269,610,119 across 14 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 89.72% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001652327-26-000002

Period
2025-12-31
Reported value
$270M
Holdings
14
Top 10 weight
89.72%
New
0
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CCOIadded+527,500$11.4M
DIBSadded+50,000$300K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PPLIreduced-175,000-$6.84M
THRYexited-300,000-$3.62M
NWSAreduced-20,000-$522K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q4 2025

Share positions as resolved from 13F-HR 0001652327-26-000002, largest first. % of portfolio is the value over $269,610,119, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
ENVAENOVA INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,000 shares; 2024Q4: 302,360 shares; 2025Q1: 225,500 shares; 2025Q2: 225,500 shares; 2025Q3: 225,500 shares; 2025Q4: 225,500 shares 225,500$35.4M13.15%0Timeline
DARDARLING INGREDIENTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 835,000 shares; 2025Q3: 915,000 shares; 2025Q4: 915,000 shares 915,000$32.9M12.22%0Timeline
CCOICOGENT COMM HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,176,500 shares; 2024Q4: 1,034,797 shares; 2025Q1: 884,797 shares; 2025Q2: 854,797 shares; 2025Q3: 875,000 shares; 2025Q4: 1,402,500 shares 1,402,500$30.2M11.22%+527,500Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,000 shares; 2024Q4: 53,500 shares; 2025Q1: 44,500 shares; 2025Q2: 44,500 shares; 2025Q3: 44,500 shares; 2025Q4: 44,500 shares 44,500$29.4M10.89%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,200 shares; 2024Q4: 149,200 shares; 2025Q1: 129,200 shares; 2025Q2: 124,200 shares; 2025Q3: 124,200 shares; 2025Q4: 124,200 shares 124,200$28.7M10.63%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,650 shares; 2024Q4: 117,650 shares; 2025Q1: 97,650 shares; 2025Q2: 72,650 shares; 2025Q3: 67,650 shares; 2025Q4: 67,650 shares 67,650$21.2M7.87%0Timeline
TPBTURNING PT BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,500 shares; 2024Q4: 181,500 shares; 2025Q1: 181,500 shares; 2025Q2: 181,500 shares; 2025Q3: 181,500 shares; 2025Q4: 181,500 shares 181,500$19.7M7.3%0Timeline
HAPNHAPPEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,160,000 shares; 2024Q4: 1,060,000 shares; 2025Q1: 1,010,000 shares; 2025Q2: 860,000 shares; 2025Q3: 860,000 shares; 2025Q4: 860,000 shares 860,000$16.3M6.04%0Timeline
NWSANEWS CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 821,500 shares; 2024Q4: 756,500 shares; 2025Q1: 621,500 shares; 2025Q2: 621,500 shares; 2025Q3: 621,500 shares; 2025Q4: 601,500 shares 601,500$15.7M5.83%-20,000Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 710,000 shares; 2024Q4: 545,000 shares; 2025Q1: 490,000 shares; 2025Q2: 490,000 shares; 2025Q3: 490,000 shares; 2025Q4: 315,000 shares 315,000$12.3M4.57%-175,000Timeline
RUSHARUSH ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 310,000 shares; 2024Q4: 290,000 shares; 2025Q1: 225,000 shares; 2025Q2: 225,000 shares; 2025Q3: 225,000 shares; 2025Q4: 225,000 shares 225,000$12.1M4.5%0Timeline
UHAL-BU HAUL HOLDING COMPANYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,000 shares; 2024Q4: 230,000 shares; 2025Q1: 185,000 shares; 2025Q2: 185,000 shares; 2025Q3: 185,000 shares; 2025Q4: 185,000 shares 185,000$8.65M3.21%0Timeline
DIBS1STDIBS COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 440,377 shares; 2024Q4: 500,000 shares; 2025Q1: 500,000 shares; 2025Q2: 500,000 shares; 2025Q3: 610,000 shares; 2025Q4: 660,000 shares 660,000$3.95M1.47%+50,000Timeline
LGIHLGI HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,350 shares; 2024Q4: 46,350 shares; 2025Q1: 69,500 shares; 2025Q2: 69,500 shares; 2025Q3: 69,500 shares; 2025Q4: 69,500 shares 69,500$2.99M1.11%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
THRYTHRYV HLDGS INC300,000$3.62Mshares

How Q4 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001652327-26-000002 base2026-02-13acceptance time not in the bulk data set