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| Name: |
No Street GP LP |
| City: |
San Francisco |
| State: |
CA |
| Zip: |
94111 |
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data |
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| Holdings
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11 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
GTLS |
Chart Industries Inc |
1 |
- |
$151.30 |
$95,431,000 |
700,000 |
9.53% |
23,555,000 |
275,000 |
1.367 |
Scientific & Technica... |
|
|
TWLO |
Twilio Inc |
4 |
- |
$60.10 |
$52,730,000 |
695,000 |
5.26% |
20,538,000 |
145,000 |
0.413 |
N/A |
|
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CROX |
Crocs Inc |
7 |
- |
$143.27 |
$46,705,000 |
500,000 |
4.66% |
7,001,000 |
50,000 |
0.741 |
Textile - Apparel Foo... |
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COOP |
Mr. Cooper Group Inc |
14 |
- |
$83.97 |
$34,188,000 |
525,000 |
3.41% |
15,442,000 |
175,000 |
0.571 |
Savings & Loans |
|
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EFX |
Equifax Inc |
16 |
- |
$241.59 |
$32,148,000 |
130,000 |
3.21% |
13,830,000 |
30,000 |
0.107 |
Business Services |
|
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PGR |
Progressive Corp |
17 |
- |
$215.76 |
$30,263,000 |
190,000 |
3.02% |
5,189,000 |
10,000 |
0.032 |
Property & Casualty I... |
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WSC |
Willscot Mobile Mini Holdin... |
18 |
- |
$40.37 |
$26,700,000 |
600,000 |
2.67% |
9,544,000 |
187,500 |
0.263 |
N/A |
|
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GPP |
Green Plains Partners Lp |
19 |
- |
$12.31 |
$26,543,000 |
2,085,104 |
2.65% |
-2,995,000 |
100,000 |
8.984 |
N/A |
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SIX |
Six Flags Inc |
20 |
- |
$27.24 |
$25,958,000 |
1,035,000 |
2.59% |
6,509,000 |
207,723 |
1.212 |
Sporting and Park Ent... |
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DAC |
Danaos Corporation |
21 |
- |
$0.86 |
$22,218,000 |
300,000 |
2.22% |
5,663,000 |
50,000 |
1.969 |
AirDelivery & Freight... |
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RXST |
Rxsight, Inc. |
22 |
- |
$59.31 |
$17,136,000 |
425,000 |
1.71% |
10,163,000 |
175,000 |
1.574 |
N/A |
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