
NO STREET GP LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | FLS | 350K | $18.60M |
![]() | LIF | 315K | $33.51M |
![]() | LVO | 300K | $1.24M |
![]() | CVNA | 296K | $111.47M |
![]() | DAC | 250K | $22.45M |
![]() | ENVA | 234K | $26.91M |
![]() | APP | 205K | $147.30M |
![]() | JCAP | 173K | $2.98M |
![]() | FICO | 50K | $74.83M |

Flowserve Corporation
FLS
Shares Held
350K
Value
$18.60M

Life360, Inc.
LIF
Shares Held
315K
Value
$33.51M

LiveOne, Inc.
LVO
Shares Held
300K
Value
$1.24M

Carvana Co.
CVNA
Shares Held
296K
Value
$111.47M

Danaos Corporation
DAC
Shares Held
250K
Value
$22.45M

Enova International, Inc.
ENVA
Shares Held
234K
Value
$26.91M

AppLovin Corporation
APP
Shares Held
205K
Value
$147.30M

Jefferson Capital, Inc. Common Stock
JCAP
Shares Held
173K
Value
$2.98M

Fair Isaac Corporation
FICO
Shares Held
50K
Value
$74.83M
