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 Q2	$33.5M	Hold	24,296,528	–	–	2.01%	20
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

VIM

Vinva Investment Management Sydney, Australia $15.1B AUM 39.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

No Street GP LP's BEEP Position: Q2 2026 in Review

No Street GP LP held its Mobile Infrastructure Corp (BEEP) position steady in Q2 2026 at 24,296,528 shares worth $33.5M. The position accounts for 2.01% of the portfolio, ranked #20.

No Street GP LP first reported a position in BEEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $110M in Q2 2025. 58 funds tracked by Wall St. Rank hold BEEP as of Q2 2026.

No Street GP LP held 24,296,528 shares of Mobile Infrastructure Corp worth $33.5M as of Q2 2026.
No Street GP LP left its Mobile Infrastructure Corp share count unchanged in Q2 2026.
Mobile Infrastructure Corp made up 2.01% of No Street GP LP's portfolio in Q2 2026, its #20 holding.
No Street GP LP first reported a position in Mobile Infrastructure Corp in Q4 2023 and has held it in 11 quarters since.
No Street GP LP's Mobile Infrastructure Corp position peaked at $110M in Q2 2025.
58 funds tracked by Wall St. Rank held Mobile Infrastructure Corp as of Q2 2026.

Based on No Street GP LP's 13F filing for Q2 2026, filed 14 Aug 2026.