0001879202-24-000031.txt : 20240515
0001879202-24-000031.hdr.sgml : 20240515
20240515160504
ACCESSION NUMBER: 0001879202-24-000031
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240515
DATE AS OF CHANGE: 20240515
EFFECTIVENESS DATE: 20240515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: No Street GP LP
CENTRAL INDEX KEY: 0001765774
ORGANIZATION NAME:
IRS NUMBER: 831667521
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20132
FILM NUMBER: 24950287
BUSINESS ADDRESS:
STREET 1: 505 MONTGOMERY STREET
STREET 2: SUITE 1250
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94111
BUSINESS PHONE: 415-801-4460
MAIL ADDRESS:
STREET 1: 505 MONTGOMERY STREET
STREET 2: SUITE 1250
CITY: SAN FRANCISCO
STATE: CA
ZIP: 94111
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001765774
XXXXXXXX
03-31-2024
03-31-2024
false
No Street GP LP
505 Montgomery Street
Suite 1250
San Francisco
CA
94111
13F HOLDINGS REPORT
028-20132
000299240
801-114360
N
Michael Moscuzza
Chief Compliance Officer
415-801-4464
/s/ Michael Moscuzza
San Francisco
CA
05-15-2024
0
34
1355200312
INFORMATION TABLE
2
infotable.xml
APPLOVIN CORP
COM CL A
03831W108
150553500
2175000
SH
SOLE
2175000
0
0
ARBOR REALTY TRUST INC
COM
038923108
5093300
384400
SH
Put
SOLE
0
0
0
AST SPACEMOBILE INC
COM CL A
00217D100
7250000
2500000
SH
SOLE
2500000
0
0
BGC GROUP INC
CL A
088929104
10991419
1414597
SH
SOLE
1414597
0
0
CBRE GROUP INC
CL A
12504L109
5834400
60000
SH
SOLE
60000
0
0
CHART INDS INC
COM
16115Q308
124363600
755000
SH
SOLE
755000
0
0
CORECIVIC INC
COM
21871N101
15610000
1000000
SH
SOLE
1000000
0
0
CROCS INC
COM
227046109
61115000
425000
SH
SOLE
425000
0
0
DANAOS CORPORATION
SHS
Y1968P121
16245000
225000
SH
SOLE
225000
0
0
ENCORE CAP GROUP INC
COM
292554102
15507400
340000
SH
SOLE
340000
0
0
ENOVA INTL INC
COM
29357K103
26596881
423315
SH
SOLE
423315
0
0
EQUIFAX INC
COM
294429105
34777600
130000
SH
SOLE
130000
0
0
FABRINET
SHS
G3323L100
28353000
150000
SH
SOLE
150000
0
0
GREEN PLAINS INC
COM
393222104
18010064
778982
SH
SOLE
778982
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
210904750
475000
SH
Put
SOLE
0
0
0
JPMORGAN CHASE & CO
COM
46625H100
40060000
200000
SH
SOLE
200000
0
0
KEMPER CORP
COM
488401100
48607200
785000
SH
SOLE
785000
0
0
MAPLEBEAR INC
COM
565394103
23492700
630000
SH
SOLE
630000
0
0
META PLATFORMS INC
CL A
30303M102
38846400
80000
SH
SOLE
80000
0
0
MOBILE INFRASTRUCTURE CORP
COM SHS
60739N101
43760208
11989098
SH
SOLE
11989098
0
0
MOELIS & CO
CL A
60786M105
11354000
200000
SH
SOLE
200000
0
0
MR COOPER GROUP INC
COM
62482R107
42872500
550000
SH
SOLE
550000
0
0
NEWMONT CORP
COM
651639106
46592000
1300000
SH
SOLE
1300000
0
0
PERELLA WEINBERG PARTNERS
CLASS A COM
71367G102
10597500
750000
SH
SOLE
750000
0
0
PROGRESSIVE CORP
COM
743315103
40329900
195000
SH
SOLE
195000
0
0
PURPLE INNOVATION INC
COM
74640Y106
13920000
8000000
SH
SOLE
8000000
0
0
RINGCENTRAL INC
CL A
76680R206
26055000
750000
SH
SOLE
750000
0
0
RXSIGHT INC
COM
78349D107
19342500
375000
SH
SOLE
375000
0
0
SIX FLAGS ENTMT CORP NEW
COM
83001A102
25004000
950000
SH
SOLE
950000
0
0
TWILIO INC
CL A
90138F102
41582000
680000
SH
SOLE
680000
0
0
UBER TECHNOLOGIES INC
COM
90353T100
34645500
450000
SH
SOLE
450000
0
0
VICTORIAS SECRET AND CO
COMMON STOCK
926400102
22287000
1150000
SH
SOLE
1150000
0
0
WESTERN DIGITAL CORP.
COM
958102105
61757200
905000
SH
SOLE
905000
0
0
WIX COM LTD
SHS
M98068105
32888790
239226
SH
SOLE
239226
0
0