No Street Gp LP

Investment Portfolio & 13F Holdings Analysis

About

No Street GP LP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 27 holdings worth $1.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "NNE",
  "APP",
  "COOP",
  "RXST",
  "RKT",
  "FUN",
  "DAC",
  "BEEP",
  "PRPL",
  "LAZ",
  "PYPL",
  "PGR",
  "TWLO",
  "UBER",
  "GDOT",
  "EFX",
  "ENVA",
  "KMPR",
  "ESTC",
  "TRMB",
  "CVNA",
  "CARG",
  "CRNC",
  "GTLS",
  "COMP",
  "CSGP",
  "CROX"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 27
Total Value: 1283193453
Accession Number: 0001879202-25-000021
Form Type: 13F-HR
CIK: no-street-gp-lp
Manager Name: No-Street-Gp-Lp

Data Enrichment

100% identified

27 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

27 positions • $1,283,193.453K total value

27 positions

Manager:

SEC FilingSEC DataHachi Filing

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CHART INDUSTRIES INC

GTLS|16115Q308

Shares:1.2M

Value:$168.2M

AppLovin Corp

APP|03831W108

Shares:438.0K

Value:$116.1M

Uber Technologies, Inc

UBER|90353T100

Shares:1.5M

Value:$111.1M

PROGRESSIVE CORP/OH/

PGR|743315103

Shares:380.0K

Value:$107.5M

Mobile Infrastructure Corp

BEEP|60739N101

Shares:24.3M

Value:$101.3M

CARVANA CO.

CVNA|146869102

Shares:420.0K

Value:$87.8M

KEMPER Corp

KMPR|488401100

Shares:1.1M

Value:$71.9M

TWILIO INC

TWLO|90138F102

Shares:643.2K

Value:$63.0M

Mr. Cooper Group Inc.

COOP|62482R107

Shares:500.0K

Value:$59.8M

Crocs, Inc.

CROX|227046109

Shares:520.0K

Value:$55.2M

TRIMBLE INC.

TRMB|896239100

Shares:725.0K

Value:$47.6M

Elastic N.V.

ESTC|N14506104

Shares:450.0K

Value:$40.1M

Compass, Inc.

COMP|20464U100

Shares:3.9M

Value:$34.0M

COSTAR GROUP, INC.

CSGP|22160N109

Shares:395.0K

Value:$31.3M

Enova International, Inc.

ENVA|29357K103

Shares:292.5K

Value:$28.2M

Lazard, Inc.

LAZ|52110M109

Shares:650.0K

Value:$28.1M

Six Flags Entertainment Corporation/NEW

FUN|83001C108

Shares:645.0K

Value:$23.0M

Danaos Corp

DAC|Y1968P121

Shares:250.0K

Value:$19.5M

EQUIFAX INC

EFX|294429105

Shares:80.0K

Value:$19.5M

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:250.0K

Value:$16.3M

Instrument	Shares		Other Manager	Value
CHART INDUSTRIES INC(GTLScusip16115Q308)	1.2M	QoQ +8.37% (-90.0K) YoY +54.30% (+410.0K)	All Managers (Combined)	$168.2M	QoQ -18.02% (-$37.0M) YoY +35.23% (+$43.8M)
AppLovin Corp(APPcusip03831W108)	438.0K	QoQ +1.86% (-8.0K) YoY -79.86% (-1.7M)	All Managers (Combined)	$116.1M	QoQ -16.65% (-$23.2M) YoY -22.91% (-$34.5M)
Uber Technologies, Inc(UBERcusip90353T100)	1.5M	QoQ 0.00% (+0) YoY +238.88% (+1.1M)	All Managers (Combined)	$111.1M	QoQ +20.78% (+$19.1M) YoY +220.70% (+$76.5M)
PROGRESSIVE CORP/OH/(PGRcusip743315103)	380.0K	QoQ +31.03% (+90.0K) YoY +94.87% (+185.0K)	All Managers (Combined)	$107.5M	QoQ +54.76% (+$38.1M) YoY +166.66% (+$67.2M)
Mobile Infrastructure Corp(BEEPcusip60739N101)	24.3M	QoQ 0.00% (-0) YoY +102.65% (+12.3M)	All Managers (Combined)	$101.3M	QoQ -7.33% (-$8.0M) YoY +131.52% (+$57.6M)
CARVANA CO.(CVNAcusip146869102)	420.0K	QoQ +20.00% (+70.0K) YoY NEW(+420.0K)	All Managers (Combined)	$87.8M	QoQ +23.37% (+$16.6M) YoY NEW(+$87.8M)
KEMPER Corp(KMPRcusip488401100)	1.1M	QoQ -2.27% (-25.0K) YoY +36.94% (+290.0K)	All Managers (Combined)	$71.9M	QoQ -1.66% (-$1.2M) YoY +47.84% (+$23.3M)
TWILIO INC(TWLOcusip90138F102)	643.2K	QoQ -21.21% (-173.2K) YoY -5.41% (-36.8K)	All Managers (Combined)	$63.0M	QoQ -28.62% (-$25.3M) YoY +51.44% (-$21.4M)
Mr. Cooper Group Inc.(COOPcusip62482R107)	500.0K	QoQ -9.09% (-50.0K) YoY -9.09% (-50.0K)	All Managers (Combined)	$59.8M	QoQ +13.24% (-$7.0M) YoY +39.48% (-$16.9M)
Crocs, Inc.(CROXcusip227046109)	520.0K	QoQ +4.15% (+20.7K) YoY +22.35% (-95.0K)	All Managers (Combined)	$55.2M	QoQ +0.98% (+$538.6K) YoY -9.63% (-$5.9M)
TRIMBLE INC.(TRMBcusip896239100)	725.0K	QoQ -9.37% (-75.0K) YoY NEW(+725.0K)	All Managers (Combined)	$47.6M	QoQ -15.80% (-$8.9M) YoY NEW(+$47.6M)
Elastic N.V.(ESTCcusipN14506104)	450.0K	QoQ +32.35% (+110.0K) YoY NEW(+450.0K)	All Managers (Combined)	$40.1M	QoQ +19.02% (+$6.4M) YoY NEW(+$40.1M)
Compass, Inc.(COMPcusip20464U100)	3.9M	QoQ NEW(+3.9M) YoY NEW(+3.9M)	All Managers (Combined)	$34.0M	QoQ NEW(+$34.0M) YoY NEW(+$34.0M)
COSTAR GROUP, INC.(CSGPcusip22160N109)	395.0K	QoQ +11.26% (+40.0K) YoY NEW(+395.0K)	All Managers (Combined)	$31.3M	QoQ +23.14% (+$5.9M) YoY NEW(+$31.3M)
Enova International, Inc.(ENVAcusip29357K103)	292.5K	QoQ +6.36% (+17.5K) YoY -30.90% (-130.8K)	All Managers (Combined)	$28.2M	QoQ +7.11% (+$1.9M) YoY +6.19% (-$1.6M)
Lazard, Inc.(LAZcusip52110M109)	650.0K	QoQ +13.04% (-75.0K) YoY NEW(+650.0K)	All Managers (Combined)	$28.1M	QoQ -4.91% (-$1.5M) YoY NEW(+$28.1M)
Six Flags Entertainment Corporation/NEW(FUNcusip83001C108)	645.0K	QoQ -19.94% (-160.7K) YoY NEW(+645.0K)	All Managers (Combined)	$23.0M	QoQ -40.74% (-$15.8M) YoY NEW(+$23.0M)
Danaos Corp(DACcusipY1968P121)	250.0K	QoQ 0.00% (-0) YoY +11.11% (+25.0K)	All Managers (Combined)	$19.5M	QoQ -2.54% (-$510.0K) YoY +20.08% (+$3.3M)
EQUIFAX INC(EFXcusip294429105)	80.0K	QoQ -32.53% (-38.6K) YoY -38.46% (-50.0K)	All Managers (Combined)	$19.5M	QoQ -35.52% (-$10.7M) YoY -43.97% (-$15.3M)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	250.0K	QoQ NEW(+250.0K) YoY NEW(+250.0K)	All Managers (Combined)	$16.3M	QoQ NEW(+$16.3M) YoY NEW(+$16.3M)