INTERVAL PARTNERS, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | NCLH | 3.10M | $69.24M |
 | SYY | 2.15M | $158.40M |
 | JHX | 1.60M | $33.23M |
 | AS | 1.34M | $49.96M |
 | CNM | 1.23M | $63.85M |
 | KEY | 1.19M | $24.56M |
 | FHN | 1.19M | $28.33M |
 | ONB | 1.17M | $26.02M |
 | UAL | 1.11M | $124.05M |
 | BV | 1.05M | $13.36M |
 | USFD | 989K | $74.46M |
 | USB | 949K | $50.66M |
 | BROS | 936K | $57.28M |
 | FLG | 924K | $11.63M |
 | SMG | 807K | $47.09M |
 | WT | 807K | $9.84M |
 | ASB | 792K | $20.39M |
 | ONON | 784K | $36.42M |
 | VFC | 734K | $13.27M |
 | CHRW | 729K | $117.27M |
Norwegian Cruise Line Holdings Ltd.
NCLH
Shares Held
3.10M
Value
$69.24M
Sysco Corporation
SYY
Shares Held
2.15M
Value
$158.40M
James Hardie Industries plc
JHX
Shares Held
1.60M
Value
$33.23M
Amer Sports, Inc.
AS
Shares Held
1.34M
Value
$49.96M
Core & Main, Inc.
CNM
Shares Held
1.23M
Value
$63.85M
KeyCorp
KEY
Shares Held
1.19M
Value
$24.56M
First Horizon Corporation
FHN
Shares Held
1.19M
Value
$28.33M
Old National Bancorp
ONB
Shares Held
1.17M
Value
$26.02M
United Airlines Holdings, Inc.
UAL
Shares Held
1.11M
Value
$124.05M
BrightView Holdings, Inc.
BV
Shares Held
1.05M
Value
$13.36M
US Foods Holding Corp.
USFD
Shares Held
989K
Value
$74.46M
U.S. Bancorp
USB
Shares Held
949K
Value
$50.66M
Dutch Bros Inc.
BROS
Shares Held
936K
Value
$57.28M
Flagstar Financial, Inc.
FLG
Shares Held
924K
Value
$11.63M
The Scotts Miracle-Gro Company
SMG
Shares Held
807K
Value
$47.09M
WisdomTree, Inc.
WT
Shares Held
807K
Value
$9.84M
Associated Banc-Corp
ASB
Shares Held
792K
Value
$20.39M
On Holding AG
ONON
Shares Held
784K
Value
$36.42M
V.F. Corporation
VFC
Shares Held
734K
Value
$13.27M
C.H. Robinson Worldwide, Inc.
CHRW
Shares Held
729K
Value
$117.27M