No Street GP LP

SEC 13F Filing Analysis: No Street GP LP Report Period: Q3 2025

1. Portfolio Overview

No Street GP LP reported a significant contraction in portfolio assets during the third quarter of 2025, with the total value decreasing by 25.2% from $1.36 billion to $1.02 billion. This reduction appears to be driven by a combination of active portfolio rebalancing, substantial divestitures, and potential market depreciation in existing holdings. The fund maintains a highly concentrated portfoli...