Harspring Capital Management, LLC

CIK 0001652327 · Q2 2026

13F Equity AUM

$53.7M

-71.7% QoQ

Positions

-7 QoQ

AUM Rank

#8,165

Top 94%

Skill Alpha (FF)

+8.2%/yr^ns

No Clear Edge

Rank #460 · Top 6%

vs S&P +6.2%/yr (unadj.)

Quarters Tracked

~6 years

Portfolio Concentration

Top 5: 79.8%Top 10: 100.0%Top 20: 100.0%

DAR16.6%

GOOG16.4%

ENVA15.7%

AMZN15.5%

OGM115.5%

META15.2%

DIBS5.0%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Communication Services47.1%

Consumer Cyclical20.6%

Consumer Defensive16.6%

Financial Services15.7%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 7Median: 15.53%Avg: 14.29%

0–0.5%

0(0.0%)

0.5–1%

0(0.0%)

1–3%

0(0.0%)

3–5%

0(0.0%)

5%+

7(100.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 0Unique: 7vs 20 funds

0%Low

Fund positions

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

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Position Changes This Quarter

New0Increased0Decreased7Exited7

Decreased

OGM115.5%

-487,582(-45%)

DAR16.6%

-261,500(-62%)

ENVA15.7%

-135,000(-79%)

DIBS5.0%

-100,000(-15%)

AMZN15.5%

-60,000(-63%)

GOOG16.4%

-25,000(-50%)

META15.2%

-19,000(-57%)

Exited

NWSA

-480,000

RUSHA

-180,000

TPB

-126,808

-700,000

0J7Q

-245,000

UHAL/B

-145,000

LGIH

-55,000

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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