No Street GP LP ENVA — ENOVA INTL INC

Ownership history in No Street GP LP  ·  10 quarters on record

AI Ownership Summary

No Street GP LP reported ENOVA INTL INC (ENVA) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.65% in 2025 Q4. The latest visible filing shows ENVA at 2.60% 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.

What this ENVA 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 ENOVA INTL 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

ENVA was reported at 2.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.65% in 2025 Q4

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.

ENVA stock page No Street GP LP fund profile No Street GP LP full holdings
How No Street GP LP held ENVA — position size vs. price
% of Fund (quarterly)    ENVA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 287,500 +37,500 +15.0% 2.60% $39.1M 2026-05-15 $164.02
2025 Q4 ADDED — — — 250,000 +16,200 +6.9% 2.65% $39.3M 2026-02-17 $148.36
2025 Q3 REDUCED 22.1% +41.5% ❌ 233,800 -66,200 -22.1% 1.77% $26.9M 2025-11-14 $125.69
2025 Q2 ADDED — — — 300,000 +7,500 +2.6% 2.46% $33.5M 2025-08-14 $110.09
2025 Q1 ADDED — — — 292,500 +17,500 +6.4% 2.20% $28.2M 2025-05-15 $97.34
2024 Q4 REDUCED 15.4% +0.7% ❌ 275,000 -50,000 -15.4% 1.75% $26.4M 2025-02-14 $110.81
2024 Q3 UNCHANGED — — — 325,000 — 0% 2.10% $27.2M 2024-11-14 $100.94
2024 Q2 REDUCED 23.2% +34.6% ❌ 325,000 -98,315 -23.2% 1.24% $20.2M 2024-08-14 $80.29
2024 Q1 ADDED — — — 423,315 +148,315 +53.9% 1.96% $26.6M 2024-05-15 $61.46
2023 Q4 INITIATED — — — 275,000 — — 1.52% $15.2M 2024-02-14 $57.09

🏢 Other funds also holding ENVA

As of 2026 Q1 — sorted by position size

Harspring Capital Management, LLC 3Y 12.15% Q Global Advisors, LLC 3Y 7Y 11.22% Prospect Capital Advisors, LLC 3Y 7Y 6.71% PMC FIG Opportunities LLC 5.69% TradeLink Capital LLC 3Y 7Y 5.29% Tieton Capital Management, LLC 3Y 7Y 5.14% Karl Kapital LLC 3.26% MANGROVE PARTNERS IM, LLC 3Y 7Y 3.15% Palisades Investment Partners, LLC 3Y 7Y 3.14% Orchard Capital Management, LLC 3Y 3.05%

FAQ About No Street GP LP and ENVA

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 ENVA?

No Street GP LP reported ENVA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for ENVA was 2.65% in 2025 Q4.

What is the latest reported ENVA position on this page?

The most recent filing on this page is 2026 Q1, when No Street GP LP reported 287,500 shares, equal to 2.60% of portfolio, with an estimated market value of $39.1M.

What does the chart on this ENVA ownership page compare?

The chart compares No Street GP LP's quarterly ENVA 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 ENVA position?

Based on 13F filing dates vs. subsequent ENVA price moves, No Street GP LP correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on ENVA relative to SPY over the holding period was +32.6%.

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