Harspring Capital Management, LLC

报告期 2026-03-31 · CIK 0001652327

持仓数

前50大市值合计

$190.1M

报告期

2026-03-31

当前持仓调仓

前 14 大持仓

标的

类型

市值

股数

占比*

DAR DARLING INGREDIENTS INC

COM

$26.3M

425,000

13.8%

ENVA ENOVA INTL INC

COM

$23.1M

170,000

12.1%

CCOI COGENT COMM HOLDINGS INC

COM NEW

$20.5M

1,087,000

10.8%

AMZN AMAZON COM INC

COM

$19.8M

95,000

10.4%

META META PLATFORMS INC

CL A

$19.2M

33,500

10.1%

GOOG ALPHABET INC

CAP STK CL C

$14.3M

50,000

7.5%

NWSA NEWS CORP NEW

CL A

$12.0M

480,000

6.3%

RUSHA RUSH ENTERPRISES INC

CL A

$11.9M

180,000

6.3%

TPB TURNING PT BRANDS INC

COM

$11.0M

126,808

5.8%

HAPN LENDINGCLUB ISSUANCE TR SER

COM NEW

$10.0M

700,000

5.3%

PPLI IAC INC

COM NEW

$9.8M

245,000

5.2%

UHAL/B U HAUL HOLDING COMPANY

COM SER N

$6.5M

145,000

3.4%

DIBS 1STDIBS COM INC

COM

$3.6M

650,000

1.9%

LGIH LGI HOMES INC

COM

$2.2M

55,000

1.1%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

65%前 6 大占比

DAR13.8%ENVA12.1%CCOI10.8%AMZN10.4%META10.1%GOOG7.5%