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Michael Moscuzza

@No Street Gp Lp

Latest period2024 - Q3ReportedManaged Assets$1.297BTotal holdings36
Assets growth rate-20.28%Assets growth rate (2-Q avg)-0.12%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in No Street Gp Lp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 36 positions.

Assets under management

The assets under management (AUM) of No Street Gp Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.297B in assets, with a quarterly growth rate of -20.28% and a 2-quarter average growth rate of -0.12%. The portfolio is managed by Michael Moscuzza, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GTLSChart Inds Inc
Recent Activity
Increased 30.46%
10.87%
$140.899M
1.135M shares@ $124.14 avg price
PGRProgressive Corp
Recent Activity
Increased 7.41%
5.68%
$73.59M
290,000 shares@ $253.76 avg price
KMPRKemper Corp
Recent Activity
Increased 8.86%
4.94%
$64.006M
1.045M shares@ $61.25 avg price
DESPDespegar Com Corp
Recent Activity
Increased 60.69%
4.46%
$57.784M
4.66M shares@ $12.4 avg price
BEEPMobile Infrastructure Corp
Recent Activity
Increased 35.95%
4.13%
$53.46M
16.299M shares@ $3.28 avg price
TWLOTwilio Inc
Recent Activity
Increased 11.84%
4.11%
$53.245M
816,386 shares@ $65.23 avg price
TRMBTrimble Inc
Recent Activity
Increased 17.31%
3.66%
$47.344M
762,500 shares@ $62.09 avg price
CVNACarvana Co
Recent Activity
Increased 27.28%
2.82%
$36.563M
210,000 shares@ $174.11 avg price
EFXEquifax Inc
Recent Activity
Increased 5%
2.38%
$30.855M
105,000 shares@ $293.86 avg price
ECPGEncore Cap Group Inc
Recent Activity
Increased 17.65%
1.83%
$23.635M
500,000 shares@ $47.27 avg price