No Street Gp LP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.12 Billion distributed in 36 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Chart Industries Inc with a value of $141M, App Lovin Corp with a value of $96M, Crocs, Inc. with a value of $81.2M, Progressive Corp with a value of $73.6M, and Kemper Corp with a value of $64M.

Examining the 13F form we can see an decrease of $421M in the current position value, from $1.54B to 1.12B.

No Street Gp LP is based out at San Francisco, CA

Below you can find more details about No Street Gp LP portfolio as well as his latest detailed transactions.

Portfolio value $1.12 Billion
Technology: $305 Million
Financial Services: $259 Million
Industrials: $201 Million
Consumer Cyclical: $182 Million
Communication Services: $92.5 Million
Basic Materials: $60.3 Million
Healthcare: $23.5 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 36
  • Current Value $1.12 Billion
  • Prior Value $1.54 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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