No Street Gp LP Portfolio Holdings by Sector
No Street Gp LP
- $1.19 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Software—Application | Technology
APP UBER ESTC FICO COMP CRNC 6 stocks |
$323,826
27.21% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GTLS 1 stocks |
$154,771
13.0% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR KMPR 2 stocks |
$150,493
12.64% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
CVNA 1 stocks |
$117,936
9.91% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
TWLO CARG 2 stocks |
$96,472
8.1% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Mortgage Finance | Financial Services
COOP 1 stocks |
$74,605
6.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TRMB 1 stocks |
$55,085
4.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
ENVA GDOT 2 stocks |
$50,704
4.26% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
CROX 1 stocks |
$50,133
4.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Real Estate Services | Real Estate
CSGP 1 stocks |
$34,572
2.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
ARI 1 stocks |
$21,780
1.83% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
DAC 1 stocks |
$21,560
1.81% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
QUBT 1 stocks |
$20,128
1.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Medical Devices | Healthcare
RXST 1 stocks |
$15,600
1.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
PRPL 1 stocks |
$2,628
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|