No Street Gp LP Portfolio Holdings by Sector
No Street Gp LP
- $1.13 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Software—Application | Technology
APP UBER ESTC COMP CRNC 5 stocks |
$313,147
27.82% of portfolio
|
  4  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
PGR KMPR 2 stocks |
$179,406
15.94% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
GTLS 1 stocks |
$168,179
14.94% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
CVNA 1 stocks |
$87,813
7.8% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
TWLO CARG 2 stocks |
$72,879
6.48% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Mortgage Finance | Financial Services
COOP RKT 2 stocks |
$66,136
5.88% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Footwear & Accessories | Consumer Cyclical
CROX 1 stocks |
$55,224
4.91% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
TRMB 1 stocks |
$47,596
4.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
ENVA PYPL GDOT 3 stocks |
$46,662
4.15% of portfolio
|
  3  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$31,295
2.78% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Marine Shipping | Industrials
DAC 1 stocks |
$19,507
1.73% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consulting Services | Industrials
EFX 1 stocks |
$19,484
1.73% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
RXST 1 stocks |
$15,150
1.35% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
PRPL 1 stocks |
$2,948
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|