No Street GP

No Street GP as of Dec. 31, 2024

Portfolio Holdings for No Street GP

No Street GP holds 30 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Chart Industries (GTLS) 13.6 $205M 1.1M 190.84
Applovin Corp Com Cl A (APP) 9.2 $139M 430k 323.83
Mobile Infrastructure Corp Com Shs (BEEP) 7.2 $109M 24M 4.50
Uber Technologies (UBER) 6.1 $92M 1.5M 60.32
Despegar Com Corp Ord Shs 5.9 $89M 4.6M 19.25
Twilio Cl A (TWLO) 5.8 $88M 816k 108.08
Kemper Corp Del (KMPR) 4.8 $73M 1.1M 66.44
Ishares Tr Russell 2000 Etf (IWM) 4.8 $72M 325k 220.96
Carvana Cl A (CVNA) 4.7 $71M 350k 203.36
Progressive Corporation (PGR) 4.6 $70M 290k 239.61
Trimble Navigation (TRMB) 3.7 $57M 800k 70.66
Crocs (CROX) 3.6 $55M 499k 109.53
Mr Cooper Group 3.5 $53M 550k 96.01
Six Flags Entertainment Corp (FUN) 2.6 $39M 806k 48.19
Elastic N V Ord Shs (ESTC) 2.2 $34M 340k 99.08
Equifax (EFX) 2.0 $30M 119k 254.85
Lazard Ltd Shs -a - (LAZ) 2.0 $30M 575k 51.48
Enova Intl (ENVA) 1.7 $26M 275k 95.88
Docusign (DOCU) 1.7 $26M 290k 89.94
Cargurus Com Cl A (CARG) 1.7 $26M 700k 36.54
CoStar (CSGP) 1.7 $25M 355k 71.59
Danaos Corporation SHS (DAC) 1.3 $20M 250k 80.07
Soundhound Ai Class A Com Put Option (SOUN) 1.2 $19M 950k 19.84
Rxsight (RXST) 1.1 $17M 500k 34.38
Quantum Computing Put Option (QUBT) 0.9 $14M 850k 16.55
Flagstar Financial Com New (FLG) 0.8 $12M 1.3M 9.33
Perella Weinberg Partners Class A Com (PWP) 0.5 $7.2M 300k 23.84
Encore Capital (ECPG) 0.4 $6.5M 136k 47.77
Purple Innovatio (PRPL) 0.3 $3.8M 4.9M 0.78
Nano Nuclear Energy Put Option (NNE) 0.2 $2.5M 100k 24.89