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Interval Partners, LP

13F filer · CIK 1590228 · New York, NY

Summary
Interval Partners, LP reported $3.88B across 298 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are HD (2.5%), CMG (2.0%), WMS (1.8%). Versus 2026 Q1, leaving options aside, it opened 73 new positions, added to 77, trimmed 65 and sold out of 54.
Reported value$3.88B
Positions298incl. options
Report period2026 Q2
FiledAug 14, 2026
New positions73
Added77
Trimmed65
Sold out54

Top 25 holdings

By reported value, options listed separately · change vs 2026 Q1

Weight 2.5%Value $97.19MPrice $289.89Shares 276K +29.00%Since Jun 30 -17.80%
Weight 2.0%Value $77.91MPrice $31.85Shares 2.29M +157.91%Since Jun 30 -6.32%
Weight 1.8%Value $70.99MPrice $130.78Shares 452K +16.30%Since Jun 30 -16.68%
Weight 1.4%Value $53.10MPrice $246.67Shares 223K -26.39%Since Jun 30 +3.50%
Weight 1.3%Value $50.98MPrice $330.25Shares 121K +358.79%Since Jun 30 -21.59%
Weight 1.3%Value $50.31MPrice $148.24Shares 267K -14.21%Since Jun 30 -21.29%
Weight 1.3%Value $49.00MPrice $223.67Shares 199K +28.57%Since Jun 30 -9.16%
Weight 1.3%Value $48.52MPrice $46.76Shares 1.02MSince Jun 30 -1.62%
Weight 1.2%Value $47.64MPrice $187.66Shares 216KSince Jun 30 -14.89%
Weight 1.2%Value $45.82MPrice $27.24Shares 1.35M +65.11%Since Jun 30 -19.50%
Weight 1.2%Value $45.72MPrice $76.16Shares 510K +202.03%Since Jun 30 -15.04%
Weight 1.2%Value $44.88MPrice $245.81Shares 141K +26.95%Since Jun 30 -22.59%
Weight 1.2%Value $44.62MPrice $226.07Shares 154KSince Jun 30 -21.89%
Weight 1.1%Value $42.90MPrice $88.75Shares 565KSince Jun 30 +16.96%
Weight 1.1%Value $42.02MPrice $320.28Shares 127K +216.11%Since Jun 30 -3.08%
Weight 1.1%Value $41.87MPrice $149.03Shares 286K +0.16%Since Jun 30 +1.63%
Weight 1.1%Value $41.24MPrice $58.78Shares 683K -14.16%Since Jun 30 -2.68%
Weight 1.1%Value $40.93MPrice $95.57Shares 518K +6713.10%Since Jun 30 +21.05%
Weight 1.0%Value $38.16MPrice $228.00Shares 212K +118.96%Since Jun 30 +26.81%
Weight 1.0%Value $38.16MPrice $77.03Shares 324KSince Jun 30 -34.50%
Weight 0.9%Value $36.84MPrice $363.16Shares 112K +34.12%Since Jun 30 +10.01%
Weight 0.9%Value $36.24MPrice $28.48Shares 917K +1586.08%Since Jun 30 -27.97%
Weight 0.9%Value $35.69MPrice $86.51Shares 388K -5.93%Since Jun 30 -6.06%
Weight 0.9%Value $34.47MPrice $367.74Shares 100K +144.88%Since Jun 30 +7.18%
Weight 0.9%Value $33.98MPrice $78.57Shares 407K -61.49%Since Jun 30 -5.99%

Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).

Largest buys in 2026 Q2

CSXCSXCSX CORP≈ $48.52MNew
LOWLOWLOWES COS INC≈ $47.64MNew
BBYBBYBEST BUY INC≈ $42.90MNew

Largest sells in 2026 Q2

CNMCNMCORE & MAIN INC≈ $76.60MSold
NVTNVTNVENT ELEC PLC≈ $61.11MTrim
DALDALDELTA AIR LINES INC≈ $48.64MTrim
ETNETNEATON CORP PLC≈ $46.95MTrim

Options

Notional value, listed apart from stocks · top 10 of 82

Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.

Original filing All 13F filings on EDGAR