No Street GP LP CROX — CROCS INC

Ownership history in No Street GP LP  ·  22 quarters on record

AI Ownership Summary

No Street GP LP reported CROCS INC (CROX) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 6.26% in 2024 Q3. The latest visible filing shows CROX at 4.85% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CROX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was No Street GP LP's position in CROCS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CROX was reported at 4.85% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.26% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CROX stock page No Street GP LP fund profile No Street GP LP full holdings
How No Street GP LP held CROX — position size vs. price
% of Fund (quarterly)    CROX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 875,000 +380,000 +76.8% 4.85% $72.6M 2026-05-15 $94.94
2025 Q2 REDUCED — — — 495,000 -25,000 -4.8% 3.69% $50.1M 2025-08-14 $84.03
2025 Q1 ADDED — — — 520,000 +20,727 +4.2% 4.30% $55.2M 2025-05-15 $117.27
2024 Q4 REDUCED 10.9% -3.0% ✅ 499,273 -61,053 -10.9% 3.62% $54.7M 2025-02-14 $108.43
2024 Q3 UNCHANGED — — — 560,326 — 0% 6.26% $81.1M 2024-11-14 $99.86
2024 Q2 ADDED — — — 560,326 +135,326 +31.8% 5.03% $81.8M 2024-08-14 $131.39
2024 Q1 REDUCED 15.0% +2.8% ❌ 425,000 -75,000 -15.0% 4.51% $61.1M 2024-05-15 $144.73
2023 Q4 ADDED — — — 500,000 +50,000 +11.1% 4.66% $46.7M 2024-02-14 $108.37
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CROX

As of 2026 Q1 — sorted by position size

WIT Partners Advisory Pte. Ltd. 69.21% Incision Capital Management LP 32.07% Punch Card Management L.P. 3Y 7Y 18.24% Potrero Capital Research LLC 3Y 7Y 5.15% Tyro Capital Management LLC 3.5% TLW Wealth Management, LLC 3Y 7Y 3.07% Pillsbury Lake Capital LLC 3.0% Crawford Fund Management, LLC 2.82% Patient Capital Management, LLC 3Y 2.56% Himalaya Capital Management LLC 3Y 7Y 2.3%

FAQ About No Street GP LP and CROX

These are the practical questions this page is built to answer before you even open the full history table.

How long has No Street GP LP reported owning CROX?

No Street GP LP reported CROX across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CROX position in No Street GP LP's portfolio?

The largest reported portfolio weight for CROX was 6.26% in 2024 Q3.

What is the latest reported CROX position on this page?

The most recent filing on this page is 2026 Q1, when No Street GP LP reported 875,000 shares, equal to 4.85% of portfolio, with an estimated market value of $72.6M.

What does the chart on this CROX ownership page compare?

The chart compares No Street GP LP's quarterly CROX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did No Street GP LP time their CROX position?

Based on 13F filing dates vs. subsequent CROX price moves, No Street GP LP correctly timed 7 out of 20 reported position changes (35%). The annualised alpha on CROX relative to SPY over the holding period was +1.3%.

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