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

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3

23Q1 调仓2022-12-31 → 2023-03-31 · 共 20 项建仓 2增持 6减持 9清仓 3

方向

标的

Δ市值

现股数(环比)

减持

BRK/B Berkshire Hathaway Inc.

-$24.0M

160,000 -33%

增持

— Enstar Group Limited

+$18.7M

100,500 +403%

增持

— Orion Engineered Carbons S.A.

+$9.1M

635,000 +51%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

META Meta Platforms, Inc.

减持

WD Walker & Dunlop, Inc.

-$7.3M

167,000 -35%

减持

PPLI IAC Inc.

+$7.2M

1,179,500 -2%

减持

GOOG Alphabet Inc.

-$6.9M

207,000 -35%

减持

UHAL/B U-Haul Holding Company

-$6.3M

530,000 -14%

清仓

UHAL U-Haul Holding Company

-$5.0M

0 -100%

清仓

WFC Wells Fargo & Company

-$5.0M

0 -100%

建仓

GOLD A-Mark Precious Metals, Inc.

+$4.5M

130,000

减持

LGIH LGI Homes, Inc.

-$4.5M

115,000 -39%

增持

CCOI Cogent Communications Holdings, Inc.

+$3.6M

110,000 +86%

清仓

GXO GXO Logistics, Inc.

-$3.5M

0 -100%

增持

RUSHA Rush Enterprises, Inc.

+$2.0M

177,500 +20%

减持

ENVA Enova International, Inc.

-$1.6M

630,000 -18%

建仓

UPWK Upwork Inc.

+$1.1M

100,000

增持

HAPN LendingClub Corporation

-$1.0M

2,535,000 +16%

增持

NWSA News Corporation

-$868.3K

1,325,000 +2%

减持

AMZN Amazon.com, Inc.

+$281.9K

265,000 -18%