QuantOrb.pro

Interval Partners, LP

SEC Form 13F institutional filer · CIK 0001590228

13F-HR · 80 reported holdings · 2026-03-31

SEC-registered institutional investment manager.

Reported long-US-equity value

$1.59B

Top-10 concentration

37.2%

Interval Partners, LP — $1.59B AUM allocation strategy

Interval Partners, LP files SEC Form 13F and reports $1.59B of long US equity value across 80 reported holdings for 2026-03-31.

Its largest sector bet is Industrials 22.0%, followed by Consumer Discretionary 21.1% and Consumer Staples 7.3%.

The top 10 holdings account for 37% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.

Interval Partners, LP — latest SEC 13F insights

Reported long-US-equity value (13F AUM)

$1.59B

total across 80 reported holdings · 2026-03-31 · excludes shorts, cash, non-US

Top-10 concentration

37% of value

higher = narrower conviction; lower = spread / hedging

Biggest adds (shares)

$RL$HBAN$DAL

+$RL +1.18M sh · +$13.8M+$HBAN +922K sh · +$13.3M+$DAL +662K sh · +$43.4M

Biggest trims (shares)

$NCLH$SYY$KEY

−$NCLH −2.21M sh · −$52.6M−$SYY −1.09M sh · −$83.1M−$KEY −896K sh · −$18.7M

Added from nil (new positions)

$MMM$ETN$ORLY$RCL$MGM

5 fresh holdings — new conviction

Exited to nil (held last quarter, gone now)

$DOV$TTWO$LULU$DRI$HAS

$DOV ($95.5M last qtr)$TTWO ($79.3M last qtr)$LULU ($53M last qtr)$DRI ($45.2M last qtr)$HAS ($38.6M last qtr)

Sector allocation (share of reported value)

Industrials 22%Consumer Discretionary 21%Consumer Staples 7%Materials 6%Financials 5%Other holdings 39%SECTORS
  • $XLIIndustrials22.0%
  • $XLYConsumer Discretionary21.1%
  • $XLPConsumer Staples7.3%
  • $XLBMaterials6.2%
  • $XLFFinancials4.7%
  • Other holdings38.6%

each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Industry allocation (share of reported value)

Construction Materials 6%Passenger Airlines 6%Industrial Machinery & Supplies & Components 5%Food Distributors 5%Diversified Banks 5%Home Improvement Retail 4%Industrial Conglomerates 4%Broadline Retail 4%Other holdings 61%INDUSTRIES
  • Construction Materials6.2%
  • Passenger Airlines5.7%
  • Industrial Machinery & Supplies & Components5.4%
  • Food Distributors4.7%
  • Diversified Banks4.7%
  • Home Improvement Retail4.4%
  • Industrial Conglomerates4.2%
  • Broadline Retail4.0%
  • Other holdings60.8%

the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”

Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.

Top S&P 500 holdings

10 of 10 rows · sorted by Value ↓

TickerHoldingSharesValueΔ QoQWeight
$SYYSysco Corporation1.06M$75.3M-1.09M4.7%
$HDHome Depot Inc214K$70.3M+212K4.4%
$MMM3M Company458K$66.5M4.2%
$AMZNAmazon.com Inc303K$63M-161K4.0%
$DALDelta Air Lines Inc856K$56.9M+662K3.6%
$ETNEaton Corporation PLC156K$55.9M3.5%
$MLMMartin Marietta Materials Inc94.2K$55.4M-113K3.5%
$ROSTRoss Stores Inc246K$53.3M-23.4K3.3%
$CHRWC.H. Robinson Worldwide Inc311K$51.7M-418K3.2%
$IEXIDEX Corporation233K$44.2M-101K2.8%

…and 70 more holdings in the full 13F filing (top positions only shown).

SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported

← All 13F filers·← QuantOrb.pro

How to read Δ QoQ — the five insight categories, and the caveats

The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.

Conviction & concentration shifts

New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.

Sector & macro allocation rotations

Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.

Crowding & smart-money consensus

When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.

Derivative & option overlays

Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.

Who reads this

Retail "cloners"High-conviction ideas to replicate ~45 days after quarter-end.
Corporate IRWhich funds bought or dumped the stock, before the next call.
Quant / algo tradersCross-sectional factor inputs: flow, momentum, ownership.

Four caveats before you trade on it

  • 45-day lag — holdings are quarter-end; positions may already be closed.
  • Long-only — 13Fs miss shorts, pair trades and cash.
  • No non-US / fixed income — the picture is US equities plus options.
  • Corporate actions — splits and spinoffs distort raw share deltas.

Newsletter signup

Free subscription. Daily trading day morning dispatch. No spam.