HoldingsChannel.com
No Street GP LP Top Holdings
As of  12/31/2023, below is a summary of the No Street GP LP top holdings by largest position size, as per the latest 13f filing made by No Street GP LP. In the No Street GP LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by No Street GP LP in that top holding, then the share count change between reporting periods, and finally the No Street GP LP top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
CHART INDS INC 700,000 +275,000 $95,431
     GTLS700,000+275,000$95,431
APPLOVIN CORP 1,990,000 -5,766 $79,302
     APP1,990,000-5,766$79,302
ALTERYX INC 1,525,000 UNCH $71,919
     AYX1,525,000UNCH$71,919
TWILIO INC 695,000 +145,000 $52,730
     TWLO695,000+145,000$52,730
RINGCENTRAL INC 1,500,000 -350,000 $50,925
     RNG1,500,000-350,000$50,925
MOBILE INFRASTRUCTURE CORP 11,989,098 +11,989,098 $48,556
     BEEP11,989,098+11,989,098$48,556
CROCS INC 500,000 +50,000 $46,705
     CROX500,000+50,000$46,705
KEMPER CORP 925,000 -25,000 $45,020
     KMPR925,000-25,000$45,020
META PLATFORMS INC 125,000 -92,500 $44,245
     META125,000-92,500$44,245
WIX COM LTD 335,000 +335,000 $41,212
     WIX335,000+335,000$41,212
UBER TECHNOLOGIES INC 650,000 -300,000 $40,020
     UBER650,000-300,000$40,020
NEWMONT CORP 950,000 +950,000 $39,320
     NEM950,000+950,000$39,320
FABRINET 180,000 -30,000 $34,259
     FN180,000-30,000$34,259
MR COOPER GROUP INC 525,000 +175,000 $34,188
     COOP525,000+175,000$34,188
JPMORGAN CHASE & CO 200,000 UNCH $34,020
     JPM200,000UNCH$34,020
EQUIFAX INC 130,000 +30,000 $32,148
     EFX130,000+30,000$32,148
PROGRESSIVE CORP 190,000 +10,000 $30,263
     PGR190,000+10,000$30,263
WILLSCOT MOBIL MINI HLDNG CO 600,000 +187,500 $26,700
     WSC600,000+187,500$26,700
GREEN PLAINS PARTNERS LP 2,085,104 +100,000 $26,543
     GPP2,085,104+100,000$26,543
SIX FLAGS ENTMT CORP NEW 1,035,000 +207,723 $25,958
     SIX1,035,000+207,723$25,958
DANAOS CORPORATION 300,000 +50,000 $22,218
     DAC300,000+50,000$22,218
RXSIGHT INC 425,000 +175,000 $17,136
     RXST425,000+175,000$17,136
ENCORE CAP GROUP INC 315,000 -20,000 $15,986
     ECPG315,000-20,000$15,986
ENOVA INTL INC 275,000 +275,000 $15,224
     ENVA275,000+275,000$15,224
CORECIVIC INC 1,000,000 +1,000,000 $14,530
     CXW1,000,000+1,000,000$14,530
BGC GROUP INC 1,400,000 -250,000 $10,108
     BGC1,400,000-250,000$10,108
PURPLE INNOVATION INC 5,000,000 -1,100,000 $5,150
     PRPL5,000,000-1,100,000$5,150
REDFIN CORP 100,000 +100,000 $1,032
     RDFN100,000+100,000$1,032
NEWTEKONE INC 50,000 +50,000 $690
     NEWT50,000+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

No Street GP LP Top Holdings 13F Filings | www.HoldingsChannel.com

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