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No Street GP LP’s Mobile Infrastructure Corp BEEP Stock Holding History

No Street GP LP’s Portfolio BEEP Stock Details BEEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$54.4M Hold
24,296,528
– – 3.63% 10
2025
Q4 		$62M Hold
24,296,528
– – 4.17% 8
2025
Q3 		$85.5M Hold
24,296,528
– – 5.62% 7
2025
Q2 		$110M Hold
24,296,528
– – 8.1% 4
2025
Q1 		$101M Hold
24,296,528
– – 7.9% 5
2024
Q4 		$109M Buy
24,296,528
+7,997,842
+49% +$27.1M 7.24% 3
2024
Q3 		$53.5M Buy
16,298,686
+4,309,588
+36% +$13.5M 4.12% 7
2024
Q2 		$41.1M Hold
11,989,098
– – 2.53% 12
2024
Q1 		$43.8M Hold
11,989,098
– – 3.23% 8
2023
Q4 		$48.6M Buy
+11,989,098
New +$48.5M 4.85% 6

Other funds holding BEEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

No Street GP LP's BEEP Position: Q1 2026 in Review

No Street GP LP held its Mobile Infrastructure Corp (BEEP) position steady in Q1 2026 at 24,296,528 shares worth $54.4M. The position accounts for 3.63% of the portfolio, ranked #10.

No Street GP LP first reported a position in BEEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $110M in Q2 2025. 67 funds tracked by Wall St. Rank hold BEEP as of Q1 2026.

  • No Street GP LP held 24,296,528 shares of Mobile Infrastructure Corp worth $54.4M as of Q1 2026.
  • No Street GP LP left its Mobile Infrastructure Corp share count unchanged in Q1 2026.
  • Mobile Infrastructure Corp made up 3.63% of No Street GP LP's portfolio in Q1 2026, its #10 holding.
  • No Street GP LP first reported a position in Mobile Infrastructure Corp in Q4 2023 and has held it in 10 quarters since.
  • No Street GP LP's Mobile Infrastructure Corp position peaked at $110M in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Mobile Infrastructure Corp as of Q1 2026.

Based on No Street GP LP's 13F filing for Q1 2026, filed 15 May 2026.