The Analysis of No Street GP LP's Holdings
Currently, No Street GP LP holds 29 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in WIX (+550.0K shares, valued at $97.7M), DAR (+2.3M shares, valued at $69.5M), FICO (+34.0K shares, valued at $50.9M); decreased their positions in GTLS (-565.0K shares, valued at $113.1M), APP (-135.0K shares, valued at $97.0M), KMPR (-574.3K shares, valued at $29.6M); initiated new positions in WIX (+550.0K shares, valued at $97.7M), DAR (+2.3M shares, valued at $69.5M), APEI (+820.0K shares, valued at $32.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
APP APPLOVIN CORP205.0K shares-39.71%2025-09-302025-11-14
CVNA CARVANA CO295.5K shares-15.57%2025-09-302025-11-14 UBER UBER TECHNOLOGIES INC1.1M shares4.76%2025-09-302025-11-14 WIX WIX COM LTD550.0K sharesnew addition2025-09-302025-11-14 COOP MR COOPER GROUP INC450.0K shares-10.00%2025-09-302025-11-14 PGR PROGRESSIVE CORP360.0K shares16.13%2025-09-302025-11-14 BEEP MOBILE INFRASTRUCTURE CORP24.3M shares0.00%2025-09-302025-11-14 TWLO TWILIO INC834.0K shares24.81%2025-09-302025-11-14 GTLS CHART INDS INC375.0K shares-60.11%2025-09-302025-11-14 FICO FAIR ISAAC CORP50.0K shares212.50%2025-09-302025-11-14 DAR DARLING INGREDIENTS INC2.3M sharesnew addition2025-09-302025-11-14 TRMB TRIMBLE INC725.0K shares0.00%2025-09-302025-11-14 GDOT GREEN DOT CORP4.0M shares150.00%2025-09-302025-11-14 ESTC ELASTIC N V525.0K shares10.53%2025-09-302025-11-14 CSGP COSTAR GROUP INC450.0K shares4.65%2025-09-302025-11-14 LIF LIFE360 INC315.2K shares8.61%2025-09-302025-11-14 APEI AMERICAN PUB ED INC820.0K sharesnew addition2025-09-302025-11-14 CARG CARGURUS INC835.0K shares108.93%2025-09-302025-11-14 ARI APOLLO COML REAL EST FIN INC3.0M shares33.33%2025-09-302025-11-14 ENVA ENOVA INTL INC233.8K shares-22.07%2025-09-302025-11-14 KMPR KEMPER CORP475.7K shares-54.69%2025-09-302025-11-14 DAC DANAOS CORPORATION250.0K shares0.00%2025-09-302025-11-14 RKT ROCKET COS INC1.1M sharesnew addition2025-09-302025-11-14 FLS FLOWSERVE CORP350.0K sharesnew addition2025-09-302025-11-14 RXST RXSIGHT INC1.6M shares35.42%2025-09-302025-11-14 CRNC CERENCE INC1.0M shares-37.50%2025-09-302025-11-14 JCAP JEFFERSON CAPITAL INC172.6K shares-74.43%2025-09-302025-11-14 LVO LIVEONE INC300.0K sharesnew addition2025-09-302025-11-14 PRPL PURPLE INNOVATION INC857.8K shares-76.17%2025-09-302025-11-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
RGTI Put PutRIGETTI COMPUTING INC300.0K sharesnew addition2025-09-302025-11-14 IREN Put PutIREN LIMITED150.0K sharesnew addition2025-09-302025-11-14