13F

Investor

Interval Partners, LP

CIK 0001590228 · filed 2026-02-17 · SEC filing

13F book

$5.59B

Positions

238

Largest name

2.9%

Ww Grainger Inc

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Ww Grainger Inc161.3K$162.8M2.9%Held
Sysco CorpSYY2.15M$158.4M2.8%Held
Martin Marietta Matls Inc207.2K$129M2.3%Held
United Airls Hldgs Inc1.11M$124.1M2.2%Held
C. H. Robinson Worldwide, Inc.CHRW729.4K$117.3M2.1%Held
Amazon Com IncAMZN463.4K$107M1.9%Held
Dover CorpDOV488.9K$95.5M1.7%Held
Take-Two Interactive Softwar309.8K$79.3M1.4%Held
Us Foods Hldg Corp988.6K$74.5M1.3%Held
Norwegian Cruise Line Hldg L3.1M$69.2M1.2%Held
Crh Plc545.9K$68.1M1.2%Held
Topbuild Corp156.7K$65.4M1.2%Held
Core & Main, Inc.CNM1.23M$63.8M1.1%Held
Five Below, IncFIVE335.1K$63.1M1.1%Held
Idex Corp333.8K$59.4M1.1%Held
Dutch Bros Inc.BROS935.6K$57.3M1.0%Held
SiteOne Landscape Supply, Inc.SITE434.7K$54.1M1.0%Held
lululemon athletica inc.LULU254.9K$53M0.9%Held
Us Bancorp Del949.5K$50.7M0.9%Held
Amer Sports, Inc.AS1.34M$50M0.9%Held
Ross Stores, Inc.ROST269.5K$48.5M0.9%Held
Pnc Finl Svcs Group Inc232.5K$48.5M0.9%Held
Scotts Miracle-Gro CoSMG807.1K$47.1M0.8%Held
Darden Restaurants IncDRI245.6K$45.2M0.8%Held
Canadian Pacific Kansas City584.6K$43M0.8%Held
Saia IncSAIA124.7K$40.7M0.7%Held
ESAB CorpESAB347.8K$38.9M0.7%Held
Hasbro, Inc.HAS470.8K$38.6M0.7%Held
Procter And Gamble CoPG266.7K$38.2M0.7%Held
On Hldg Ag783.6K$36.4M0.7%Held
Prudential Finl Inc303.1K$34.2M0.6%Held
Bank America Corp610.6K$33.6M0.6%Held
James Hardie Inds Plc1.6M$33.2M0.6%Held
Bank New York Mellon Corp284.5K$33M0.6%Held
Advanced Drain Sys Inc Del220.6K$31.9M0.6%Held
Paccar IncPCAR290.9K$31.9M0.6%Held
Trane Technologies PlcTT80.5K$31.3M0.6%Held
Ferrari N.V.RACE83.9K$31M0.6%Held
Visa Inc.V85.9K$30.1M0.5%Held
Globe Life Inc210.2K$29.4M0.5%Held
First Horizon Corporation1.19M$28.3M0.5%Held
Nasdaq, Inc.NDAQ289.7K$28.1M0.5%Held
Ally Finl Inc612.8K$27.8M0.5%Held
Nvent Electric PlcNVT272K$27.7M0.5%Held
Lincoln Natl Corp Ind616.5K$27.5M0.5%Held
Allstate Corp128.2K$26.7M0.5%Held
Truist Finl Corp535K$26.3M0.5%Held
Stifel Finl Corp208.7K$26.1M0.5%Held
Old Natl Bancorp Ind1.17M$26M0.5%Held
Ralph Lauren CorpRL72.3K$25.6M0.5%Held
Hubbell IncHUBB57.4K$25.5M0.5%Held
Hanover Ins Group Inc138.4K$25.3M0.5%Held
S&P Global Inc.SPGI47.5K$24.8M0.4%Held
Acuity Inc69K$24.8M0.4%Held
Principal Financial Group In280.6K$24.8M0.4%Held
Keycorp1.19M$24.6M0.4%Held
Evercore Inc.EVR71.4K$24.3M0.4%Held
Factset Resh Sys Inc82.7K$24M0.4%Held
Performance Food Group CoPFGC265.5K$23.9M0.4%Held
Zions Bancorporation N A401.5K$23.5M0.4%Held
Hunt J B Trans Svcs Inc117.6K$22.9M0.4%Held
Mcdonalds CorpMCD73.7K$22.5M0.4%Held
Morgan Stanley126.3K$22.4M0.4%Held
Travelers Companies, Inc.TRV76.7K$22.3M0.4%Held
Celsius Hldgs Inc470.3K$21.5M0.4%Held
Citigroup Inc180.5K$21.1M0.4%Held
Roku, IncROKU189.3K$20.5M0.4%Held
Associated Banc Corp791.5K$20.4M0.4%Held
Capital One Finl Corp82.6K$20M0.4%Held
Axis Cap Hldgs Ltd176.3K$18.9M0.3%Held
Toll Brothers, Inc.TOL137K$18.5M0.3%Held
Wayfair Inc.W184.2K$18.5M0.3%Held
Cadence Bank430.3K$18.4M0.3%Held
Churchill Downs IncCHDN161K$18.3M0.3%Held
TransunionTRU210.6K$18.1M0.3%Held
Burlington Stores, Inc.BURL58.9K$17M0.3%Held
Tpg Inc251.7K$16.1M0.3%Held
Msc Indl Direct Inc189.2K$15.9M0.3%Held
Owens Corning New140.2K$15.7M0.3%Held
United Parcel Service IncUPS158.1K$15.7M0.3%Held
Intercontinental Exchange In96.4K$15.6M0.3%Held
East West Bancorp IncEWBC138.6K$15.6M0.3%Held
Brinker Intl Inc106.9K$15.3M0.3%Held
Carters IncCRI469.2K$15.2M0.3%Held
Sei Invts Co184.9K$15.2M0.3%Held
Houlihan Lokey, Inc.HLI85K$14.8M0.3%Held
Webster Finl Corp235.1K$14.8M0.3%Held
Interactive Brokers Group In221.4K$14.2M0.3%Held
Reinsurance Grp Of America I69.7K$14.2M0.3%Held
Kkr & Co Inc110.7K$14.1M0.3%Held
Fair Isaac CorpFICO8.24K$13.9M0.2%Held
Marketaxess Hldgs Inc76.4K$13.9M0.2%Held
Dollar Tree, Inc.DLTR111K$13.6M0.2%Held
Delta Air Lines Inc DelDAL194.2K$13.5M0.2%Held
Brightview Hldgs Inc1.05M$13.4M0.2%Held
V F CorpVFC734K$13.3M0.2%Held
Virtu Finl Inc377.2K$12.6M0.2%Held
Planet Fitness, Inc.PLNT111.6K$12.1M0.2%Held
Capri Holdings Limited491.5K$12M0.2%Held
Unum Group153.1K$11.9M0.2%Held
Wynn Resorts LtdWYNN98.4K$11.8M0.2%Held
Flagstar Bank National Assoc923.9K$11.6M0.2%Held
Huntington Bancshares Inc662.6K$11.5M0.2%Held
MongoDB, Inc.MDB27.4K$11.5M0.2%Held
Nextnav Inc672.9K$11.2M0.2%Held
Applied Indl Technologies In43.5K$11.2M0.2%Held
Brunswick Corp150K$11.1M0.2%Held
Chipotle Mexican Grill IncCMG300K$11.1M0.2%Held
Salesforce, Inc.CRM41.6K$11M0.2%Held
Radian Group IncRDN304.6K$11M0.2%Held
Palo Alto Networks IncPANW59.5K$11M0.2%Held
Ameriprise Finl Inc22.3K$10.9M0.2%Held
MSCI Inc.MSCI19.1K$10.9M0.2%Held
SharkNinja, Inc.SN97.2K$10.9M0.2%Held
Fulton Finl Corp Pa562.3K$10.9M0.2%Held
Gap IncGAP414.1K$10.6M0.2%Held
Hub Group, Inc.HUBG237.7K$10.1M0.2%Held
Corebridge Finl Inc332.5K$10M0.2%Held
Genuine Parts CoGPC81K$9.96M0.2%Held
WisdomTree, Inc.WT806.9K$9.84M0.2%Held
Yeti Hldgs Inc215.9K$9.54M0.2%Held
Twilio IncTWLO67K$9.53M0.2%Held
Cme Group Inc.CME34.8K$9.52M0.2%Held
Flywire CorpFLYW667.9K$9.46M0.2%Held
Keurig Dr Pepper Inc.KDP334K$9.36M0.2%Held
Piper Sandler CompaniesPIPR27.1K$9.2M0.2%Held
Pennymac Finl Svcs Inc New68.3K$9.01M0.2%Held
American Intl Group Inc102.9K$8.81M0.2%Held
Berkshire Hathaway Inc Del17.4K$8.76M0.2%Held
Fidelity Natl Information Sv131.5K$8.74M0.2%Held
Autozone IncAZO2.56K$8.69M0.2%Held
Essent Group Ltd.ESNT128.3K$8.34M0.1%Held
Wintrust Finl Corp59.3K$8.29M0.1%Held
Cava Group, Inc.CAVA140K$8.22M0.1%Held
Suncor Energy Inc New183.1K$8.12M0.1%Held
Raymond James Finl Inc49.2K$7.9M0.1%Held
The Realreal Inc483K$7.62M0.1%Held
Diamondback Energy, Inc.FANG50K$7.51M0.1%Held
Dave Inc33.3K$7.38M0.1%Held
Old Rep Intl Corp158.2K$7.22M0.1%Held
Lennox Intl Inc14.8K$7.2M0.1%Held
Willis Towers Watson PlcWTW21.9K$7.18M0.1%Held
Lendingclub CorpHAPN377.1K$7.14M0.1%Held
Caesars Entertainment Inc Ne303.7K$7.1M0.1%Held
Tapestry, Inc.TPR55.5K$7.1M0.1%Held
Carnival Corp Ltd.CCL222.1K$6.78M0.1%Held
Chevron Corp NewCVX44K$6.71M0.1%Held
Adobe Inc.ADBE19K$6.66M0.1%Held
Invesco Qqq Tr10.3K$6.3M0.1%Held
Gallagher Arthur J & Co23.7K$6.13M0.1%Held
Marinemax IncHZO246.8K$5.98M0.1%Held
PROG Holdings, Inc.PRG202.6K$5.98M0.1%Held
Ovintiv Inc.OVV139.6K$5.47M0.1%Held
Arista Networks, Inc.ANET41.6K$5.45M0.1%Held
Hubspot IncHUBS13.1K$5.25M0.1%Held
Ulta Beauty, Inc.ULTA8.61K$5.21M0.1%Held
Alphabet Inc16.1K$5.03M0.1%Held
Upstart Hldgs Inc112.3K$4.91M0.1%Held
Block Inc75.4K$4.91M0.1%Held
Booking Holdings Inc.BKNG893$4.78M0.1%Held
Csx CorpCSX130.8K$4.74M0.1%Held
Marvell Technology, Inc.MRVL53.5K$4.55M0.1%Held
Nu Hldgs Ltd263.8K$4.42M0.1%Held
Slb Limited/NvSLB114.9K$4.41M0.1%Held
Permian Resources CorpPR313.1K$4.39M0.1%Held
Sap Se17.8K$4.33M0.1%Held
Federated Hermes, Inc.FHI81.2K$4.23M0.1%Held
Broadcom Inc.AVGO10.7K$3.71M0.1%Held
EXPAND ENERGY CorpEXE32.8K$3.62M0.1%Held
Target CorpTGT36.7K$3.58M0.1%Held
Spotify Technology S.A.SPOT5.92K$3.44M0.1%Held
American Integrity Ins Group163.8K$3.41M0.1%Held
Halliburton CoHAL110.5K$3.12M0.1%Held
Eqt CorpEQT57.2K$3.07M0.1%Held
Floor & Decor Hldgs Inc50.3K$3.06M0.1%Held
Vista Energy S.A.B. De C.V.61.5K$2.99M0.1%Held
Accelerant HoldingsARX169.3K$2.77M0.1%Held
Murphy Oil CorpMUR87.7K$2.74M0.0%Held
Bkv CorpBKV100.8K$2.74M0.0%Held
Accenture Plc Ireland9.51K$2.55M0.0%Held
Cloudflare, Inc.NET12.5K$2.47M0.0%Held
Eog Res Inc20.6K$2.17M0.0%Held
Mastec IncMTZ9.87K$2.14M0.0%Held
California Res Corp47.8K$2.14M0.0%Held
Pg&E Corp132.5K$2.13M0.0%Held
Crescent Energy Company250.4K$2.1M0.0%Held
Regal Rexnord CorpRRX14.8K$2.08M0.0%Held
Digitalocean Hldgs Inc41.6K$2M0.0%Held
Marathon Pete Corp12K$1.95M0.0%Held
Kinetik Holdings Inc.KNTK53.6K$1.93M0.0%Held
Cactus, Inc.WHD41.2K$1.88M0.0%Held
Propetro Hldg Corp197.2K$1.87M0.0%Held
Bp Plc53.6K$1.86M0.0%Held
Generac Hldgs Inc13.3K$1.81M0.0%Held
Simmons 1st Natl Corp92.2K$1.74M0.0%Held
Solaris Energy Infras Inc35.4K$1.63M0.0%Held
Nextera Energy Inc19.2K$1.54M0.0%Held
Atlassian CorpTEAM9.51K$1.54M0.0%Held
PBF Energy Inc.PBF56.2K$1.52M0.0%Held
United Cmnty Bks Blairsvle G48.5K$1.51M0.0%Held
Phillips 66PSX10.9K$1.41M0.0%Held
Slide Ins Hldgs Inc72.2K$1.41M0.0%Held
National Energy Services Reu89.5K$1.4M0.0%Held
Solaredge Technologies, Inc.SEDG47.6K$1.37M0.0%Held
Shoals Technologies Group In159.7K$1.36M0.0%Held
Ategrity Specialty In Co Ho57.8K$1.21M0.0%Held
Talen Energy CorpTLN3.04K$1.14M0.0%Held
Tetra Technologies Inc Del113.3K$1.06M0.0%Held
Central Bancompany, Inc.CBC43.7K$1.05M0.0%Held
Primoris Svcs Corp8.01K$994.2K0.0%Held
Somnigroup International Inc.SGI11.1K$991.6K0.0%Held
Weatherford Intl Plc12.6K$985.5K0.0%Held
Macys Inc44.4K$979.7K0.0%Held
Bowhead Specialty Hldgs Inc33.3K$950.2K0.0%Held
Heritage Insurance Hldgs Inc32.4K$947.1K0.0%Held
RHRH5K$895.4K0.0%Held
Nextpower Inc.NXT9.63K$838.6K0.0%Held
First Solar, Inc.FSLR3.15K$823.4K0.0%Held
Array Technologies, Inc.ARRY85K$783.7K0.0%Held
Darling Ingredients Inc.DAR19.5K$700.4K0.0%Held
Cheniere Energy, Inc.LNG3.57K$693.2K0.0%Held
Valaris Ltd12.9K$649.1K0.0%Held
Helmerich & Payne, Inc.HP21.7K$622K0.0%Held
Chord Energy CorpCHRD6.67K$617.9K0.0%Held
Expro Group Holdings Nv45.6K$609.1K0.0%Held
Peabody Energy CorpBTU19.4K$574.9K0.0%Held
Home Depot, Inc.HD1.67K$573.3K0.0%Held
Cameco CorpCCJ6.19K$566.5K0.0%Held
Voya Financial Inc7.46K$555.6K0.0%Held
Liberty Energy Inc.LBRT28.9K$533.3K0.0%Held
Denison Mines Corp.DNN183.6K$488.3K0.0%Held
Vistra Corp.VST2.99K$482.7K0.0%Held
Eos Energy Enterprises Inc33.2K$381K0.0%Held
Borr Drilling LtdBORR87.4K$352.3K0.0%Held
Texas Instrs Inc1.89K$328.4K0.0%Held
Select Water Solutions, Inc.WTTR29.9K$314.9K0.0%Held
Enact Hldgs Inc7.52K$297.9K0.0%Held
Fermi Inc.FRMI11.5K$92.2K0.0%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.