No Street Gp LP Portfolio Holdings by Sector
No Street Gp LP
- $1.32 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
APP UBER ESTC DOCU SOUN SOUN 6 stocks |
$309,860
23.49% of portfolio
|
5
|
1
|
4
|
- |
0
Calls
1
Puts
|
|
Specialty Industrial Machinery | Industrials
GTLS 1 stocks |
$205,153
15.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
KMPR PGR 2 stocks |
$142,570
10.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
TWLO CARG 2 stocks |
$113,812
8.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
DESP 1 stocks |
$89,127
6.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
IWM 1 stocks |
$71,812
5.44% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
CVNA 1 stocks |
$71,176
5.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
COOP ECPG 2 stocks |
$59,287
4.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TRMB 1 stocks |
$56,528
4.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
CROX 1 stocks |
$54,685
4.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$30,220
2.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
ENVA 1 stocks |
$26,367
2.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$25,414
1.93% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
DAC 1 stocks |
$20,017
1.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
RXST 1 stocks |
$17,190
1.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
QUBT 1 stocks |
$14,832
1.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Capital Markets | Financial Services
PWP 1 stocks |
$7,152
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
PRPL 1 stocks |
$3,825
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|