No Street GP LP
No Street GP LP (dba No Street Capital LLC) is an investment advisory firm established in 2018 and headquartered in San Francisco, CA. The firm manages pooled private investment funds, primarily serving accredited and institutional investors. Jeff Osher is the principal owner and Managing Member. With under 25 employees, No Street GP LP focuses on delivering absolute return strategies mainly to sophisticated investors and institutional clients.
Investment Strategy
No Street GP LP seeks to generate above-average absolute returns, independent of market indices, by focusing on inefficiently priced small and mid-cap companies—generally under $5 billion in market capitalization. Their primary sector focus includes technology, business services, financial services, and consumer-related industries, but investments may extend to other sectors as well. The firm relies on deep proprietary fundamental research and industry expertise to identify undervalued or overvalued securities. Portfolio construction is flexible with few restrictions on sector or geographic exposure, leverage, or short positions. The firm targets opportunities where it can leverage relationships and sector specialization for the greatest potential return.
Latest 13F Filing Activity
No Street GP LP filed their most recent 13F report on Jun 30, 2025 disclosing 26 equity positions and 1 options positions with a total 13F market value of $1B. The fund increased holdings in Carvana Co., Fair Isaac Corp., Apollo Coml Real Est Fin Inc. among other positions. No Street GP LP reduced exposure to Progressive Corp., Six Flags Entertainment Corp., Equifax Inc. among others.
Top Holdings
Equity Positions (26)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GTLS | CHART INDS INC | 11.40% | $154.8M | 940,000 | $143.84 | $164.65 | -$13.4M |
A APP | APPLOVIN CORP | 8.76% | $119.0M | 340,000 | $27.65 | $350.08 | +$3.0M |
C CVNA | CARVANA CO | 8.68% | $117.9M | 350,000 | $170.14 | $336.96 | +$30.1M |
B BEEP | MOBILE INFRASTRUCTURE CORP | 8.10% | $110.1M | 24,296,528 | $4.06 | $4.53 | +$8.7M |
U UBER | UBER TECHNOLOGIES INC | 7.21% | $98.0M | 1,050,000 | $54.13 | $93.30 | -$13.1M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
Q QUBT | QUANTUM COMPUTING INC | Bought | Put | $20.1M | 10,500 | $19.17 | $19.17 | +10,500 | +$20.1M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
B Bill Scott | Head Trader | San Francisco, CA , United States | |
 | Analyst | San Francisco, CA , United States | |
 | Analyst | New York, NY , United States | |
 | Trader | San Francisco, CA , United States |