Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Interval Partners, LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

Interval Partners, LP (CIK 1590228) reported $3.88B across 216 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPY ($261.4M, 6.74%), CMG ($99.2M, 2.56%), HD ($97.2M, 2.51%), AMZN ($72.7M, 1.87%), WMS ($71.0M, 1.83%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$261.4M6.74%350,000Trimmed
2CMGCHIPOTLE MEXICAN GRILL INC$99.2M2.56%2.9MAdded
3HDHOME DEPOT INC$97.2M2.51%275,575Added
4AMZNAMAZON COM INC$72.7M1.87%305,005Trimmed
5WMSADVANCED DRAIN SYS INC DEL$71.0M1.83%452,250Added
6BBYBEST BUY INC$59.5M1.54%784,570New
7PNCPNC FINL SVCS GROUP INC$57.0M1.47%231,622Added
8CHDNCHURCHILL DOWNS INC$55.5M1.43%619,602Added
9TTWOTAKE-TWO INTERACTIVE SOFTWAR$52.2M1.35%208,696Added
10SAIASAIA INC$51.0M1.31%121,042Added
11ELLAUDER ESTEE COS INC$50.5M1.30%639,577Added
12CHRWC H ROBINSON WORLDWIDE IN$50.3M1.30%267,116Trimmed
13PGPROCTER & GAMBLE CO$49.9M1.29%340,316Added
14CSXCSX CORP$48.5M1.25%1.0MNew
15LOWLOWES COS INC$47.6M1.23%216,054New
16FNDFLOOR & DECOR HLDGS INC$46.0M1.19%775,758Added
17ASAMER SPORTS INC$45.8M1.18%1.4MAdded
18RCLROYAL CARIBBEAN GROUP$44.9M1.16%141,346Added
19JBHTHUNT J B TRANS SVCS INC$44.6M1.15%154,170New
20TRVTRAVELERS COMPANIES INC$44.0M1.13%133,281Added
21HLTHILTON WORLDWIDE HLDGS INC$42.0M1.08%127,160Added
22VVISA INC$41.0M1.06%119,464Added
23USBUS BANCORP$41.2M1.06%682,805Trimmed
24ALGTALLEGIANT TRAVEL CO$38.2M0.98%324,473New
25FIVEFIVE BELOW INC$38.2M0.98%212,273Added

Source: SEC Form 13F filings · as of 2026-06-30