No Street Gp LP Portfolio Holdings by Sector
No Street Gp LP
- $1.12 Billion
- Q3 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
APP UBER RNG NCNO 4 stocks |
$161,378
14.37% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GTLS 1 stocks |
$140,955
12.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR KMPR 2 stocks |
$137,599
12.25% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
COOP ECPG UWMC 3 stocks |
$82,995
7.39% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
CROX 1 stocks |
$81,152
7.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
DESP 1 stocks |
$57,784
5.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
TWLO 1 stocks |
$53,252
4.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
WDC 1 stocks |
$52,924
4.71% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$50,777
4.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TRMB 1 stocks |
$47,320
4.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
CVNA 1 stocks |
$36,563
3.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
EFX 1 stocks |
$30,828
2.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
ENVA 1 stocks |
$27,231
2.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
WIX 1 stocks |
$24,233
2.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
CRTO 1 stocks |
$23,667
2.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
RXST 1 stocks |
$23,479
2.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
DAC 1 stocks |
$19,532
1.74% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
FN 1 stocks |
$18,928
1.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
GOGO 1 stocks |
$14,980
1.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
PWP 1 stocks |
$11,539
1.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FLR 1 stocks |
$9,542
0.85% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
GPRE 1 stocks |
$9,476
0.84% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
PRPL 1 stocks |
$6,484
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
LVO 1 stocks |
$570
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|