No street capital has reduced its position Chart Industries (NYSE:GTLS) By 265,000 shares in the fourth quarter, as of February 17, 2026, the SEC filing is estimated to trade at $53.70 million based on the quarterly average price.
According to a filing with the Securities and Exchange Commission (SEC) on February 17th, 2026, NoStreet sold 265,000 shares of Chart Industries in the 2025 4th quarter. The estimated value of the transaction was $53.70 million, calculated using the average closing price for the quarter. As a result, the fund’s quarter-end stake was 110,000 shares. The total reported value of the position was reduced to $52.37 million, a number that includes both the shares sold and changes in the market price.
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The sale reduced Chart Industries by 1.53% of No Street GP LP’s reported US equity AUM as of December 31, 2025.
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Top properties after filing include:
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NYSE: UBER: $114.39 million (7.7% AUM)
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NYSE: FICO: $110.74 million (7.5% AUM)
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NYSE: TWLO: $109.91 million (7.4% AUM)
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NYSE: CVNA: $101.07 million (6.8% AUM)
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NASDAQ: APP: $95.35 million (6.4% of AUM)
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As of Monday, Chart Industries shares were priced at $207.21, up about 9% from last year and outperforming the S&P 500, which is up about 17% instead.
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Matric |
value |
|---|---|
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Market capitalization |
9.32 billion dollars |
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Revenue (TTM) |
4.29 billion dollars |
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net income (TTM) |
66.70 million dollars |
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Chart Industries manufactures engineered equipment for the energy and industrial gas sectors, including cryogenic storage tanks, heat exchangers, LNG equipment, and specialty products for hydrogen, CO2 capture, and aerospace applications.
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The company generates revenue through capital equipment sales, aftermarket services, leasing, and maintenance contracts, with a diversified portfolio comprising four business segments.
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It serves global clients in the energy, industrial gas, power, food and beverage, aerospace, and clean energy markets.
Chart Industries Inc. is a leading provider of highly engineered process equipment and solutions for the energy and industrial gas industries, with a global presence and extensive product portfolio. The company uses its expertise in cryogenic and heat transfer technologies to address critical applications in the LNG, hydrogen, and decarbonization markets. Its diversified revenue streams and focus on innovation support its competitive position in both established and emerging sectors.
The chart centers on LNG, hydrogen, and carbon capture infrastructure, but there are a few important things to keep in mind.
Starting with the basics, full-year 2025 orders rose 13.4% to $5.68 billion with a book-to-book ratio of 1.33, while backlog increased 21.5% to $5.89 billion. Sales reached $4.26 billion, up 2.5% year-over-year, and adjusted EBITDA reached $1.01 billion, or 23.8% of sales.
However, fourth-quarter orders actually fell 23.8% year over year due to a lack of large LNG awards, and operating income fell to $358.4 million for the year, pressured by transaction costs and acquisition-related integration costs. Additionally, the Howden deal and the pending Baker Hughes transaction are reshaping the balance sheet and narrative. Shares are set to hit $210, remaining slightly higher, while better opportunities lie elsewhere.
Within a portfolio skewed toward high-growth consumer and tech names like Uber, FICO, and Twilio, the energy equipment name’s decline, which is up just 9% over the past year, may reflect capital turnover rather than doubt.
