No Street GP

No Street GP as of March 31, 2022

Portfolio Holdings for No Street GP

No Street GP holds 34 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Paypal Holdings (PYPL) 6.3 $46M 400k 115.65
Capri Holdings SHS (CPRI) 6.0 $45M 867k 51.39
Uber Technologies (UBER) 5.8 $43M 1.2M 35.68
Hmh Holdings 5.7 $42M 2.0M 21.01
Lendingclub Corp Com New (LC) 4.8 $36M 2.3M 15.78
Applovin Corp Com Cl A (APP) 4.2 $31M 560k 55.07
Danaos Corporation SHS (DAC) 3.8 $28M 271k 102.58
Green Plains Partners Com Rep Ptr In 3.7 $27M 1.9M 14.16
Willscot Mobil Mini Hldng Com Cl A (WSC) 3.5 $26M 665k 39.13
Brunswick Corporation (BC) 3.5 $26M 320k 80.89
Cargurus Com Cl A (CARG) 3.5 $26M 600k 42.46
Jamf Hldg Corp (JAMF) 3.2 $24M 675k 34.81
Proto Labs (PRLB) 2.9 $21M 400k 52.90
Digitalbridge Group Cl A Com 2.7 $20M 2.8M 7.20
Firstcash Holdings (FCFS) 2.6 $19M 275k 70.34
Hilton Grand Vacations (HGV) 2.6 $19M 365k 52.01
Silvergate Cap Corp Cl A 2.5 $19M 125k 150.57
Global Ship Lease Com Cl A (GSL) 2.5 $19M 650k 28.49
Fabrinet SHS (FN) 2.5 $18M 175k 105.13
Purple Innovatio (PRPL) 2.4 $18M 3.0M 5.85
Criteo S A Spons Ads (CRTO) 2.4 $17M 640k 27.24
KAR Auction Services (KAR) 2.3 $17M 960k 18.05
Funko Com Cl A (FNKO) 2.3 $17M 991k 17.25
Grand Canyon Education (LOPE) 2.3 $17M 175k 97.11
Ziprecruiter Cl A (ZIP) 2.3 $17M 725k 22.98
Arch Cap Group Ord (ACGL) 2.2 $17M 340k 48.42
Sierra Wireless 2.1 $16M 875k 18.04
Materialise Nv Sponsored Ads (MTLS) 2.1 $16M 800k 19.35
Zim Integrated Shipping Serv SHS (ZIM) 2.0 $15M 200k 72.71
Star Bulk Carriers Corp. Shs Par (SBLK) 1.9 $14M 475k 29.69
Green Dot Corp Cl A (GDOT) 1.3 $9.6M 350k 27.48
Fintech Acquisition Corp V Com Cl A 0.9 $6.4M 650k 9.87
Landsea Homes Corp (LSEA) 0.7 $5.3M 616k 8.55
Arhaus Com Cl A (ARHS) 0.6 $4.5M 525k 8.51