Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
CHART INDS INC | 700,000 | +275,000 | $95,431 |
GTLS | 700,000 | +275,000 | $95,431 |
APPLOVIN CORP | 1,990,000 | -5,766 | $79,302 |
APP | 1,990,000 | -5,766 | $79,302 |
ALTERYX INC | 1,525,000 | UNCH | $71,919 |
AYX | 1,525,000 | UNCH | $71,919 |
TWILIO INC | 695,000 | +145,000 | $52,730 |
TWLO | 695,000 | +145,000 | $52,730 |
RINGCENTRAL INC | 1,500,000 | -350,000 | $50,925 |
RNG | 1,500,000 | -350,000 | $50,925 |
MOBILE INFRASTRUCTURE CORP | 11,989,098 | +11,989,098 | $48,556 |
BEEP | 11,989,098 | +11,989,098 | $48,556 |
CROCS INC | 500,000 | +50,000 | $46,705 |
CROX | 500,000 | +50,000 | $46,705 |
KEMPER CORP | 925,000 | -25,000 | $45,020 |
KMPR | 925,000 | -25,000 | $45,020 |
META PLATFORMS INC | 125,000 | -92,500 | $44,245 |
META | 125,000 | -92,500 | $44,245 |
WIX COM LTD | 335,000 | +335,000 | $41,212 |
WIX | 335,000 | +335,000 | $41,212 |
UBER TECHNOLOGIES INC | 650,000 | -300,000 | $40,020 |
UBER | 650,000 | -300,000 | $40,020 |
NEWMONT CORP | 950,000 | +950,000 | $39,320 |
NEM | 950,000 | +950,000 | $39,320 |
FABRINET | 180,000 | -30,000 | $34,259 |
FN | 180,000 | -30,000 | $34,259 |
MR COOPER GROUP INC | 525,000 | +175,000 | $34,188 |
COOP | 525,000 | +175,000 | $34,188 |
JPMORGAN CHASE & CO | 200,000 | UNCH | $34,020 |
JPM | 200,000 | UNCH | $34,020 |
EQUIFAX INC | 130,000 | +30,000 | $32,148 |
EFX | 130,000 | +30,000 | $32,148 |
PROGRESSIVE CORP | 190,000 | +10,000 | $30,263 |
PGR | 190,000 | +10,000 | $30,263 |
WILLSCOT MOBIL MINI HLDNG CO | 600,000 | +187,500 | $26,700 |
WSC | 600,000 | +187,500 | $26,700 |
GREEN PLAINS PARTNERS LP | 2,085,104 | +100,000 | $26,543 |
GPP | 2,085,104 | +100,000 | $26,543 |
SIX FLAGS ENTMT CORP NEW | 1,035,000 | +207,723 | $25,958 |
SIX | 1,035,000 | +207,723 | $25,958 |
DANAOS CORPORATION | 300,000 | +50,000 | $22,218 |
DAC | 300,000 | +50,000 | $22,218 |
RXSIGHT INC | 425,000 | +175,000 | $17,136 |
RXST | 425,000 | +175,000 | $17,136 |
ENCORE CAP GROUP INC | 315,000 | -20,000 | $15,986 |
ECPG | 315,000 | -20,000 | $15,986 |
ENOVA INTL INC | 275,000 | +275,000 | $15,224 |
ENVA | 275,000 | +275,000 | $15,224 |
CORECIVIC INC | 1,000,000 | +1,000,000 | $14,530 |
CXW | 1,000,000 | +1,000,000 | $14,530 |
BGC GROUP INC | 1,400,000 | -250,000 | $10,108 |
BGC | 1,400,000 | -250,000 | $10,108 |
PURPLE INNOVATION INC | 5,000,000 | -1,100,000 | $5,150 |
PRPL | 5,000,000 | -1,100,000 | $5,150 |
REDFIN CORP | 100,000 | +100,000 | $1,032 |
RDFN | 100,000 | +100,000 | $1,032 |
NEWTEKONE INC | 50,000 | +50,000 | $690 |
NEWT | 50,000 | +50,000 | $690 |
See Full List: All Stocks Held By No Street GP LP
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By No Street GP LP
Size ($ in 1000's)
At 12/31/2023: $1,001,558 At 09/30/2023: $836,264 No Street GP LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from No Street GP LP 13F filings. Link to 13F filings: SEC filings |