INTERVAL PARTNERS, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BFH | 103K | $5.76M |
 | ASIC | 102K | $2.02M |
 | OLLI | 101K | $13.03M |
 | ESNT | 101K | $6.44M |
 | SITE | 99K | $12.72M |
 | MOD | 98K | $13.90M |
 | CAT | 97K | $46.21M |
 | NCNO | 96K | $2.59M |
 | DECK | 95K | $9.63M |
 | AMZN | 92K | $20.28M |
 | ACT | 92K | $3.54M |
 | ORLY | 91K | $9.80M |
 | PRG | 91K | $2.93M |
 | HWM | 88K | $17.19M |
 | SLDE | 86K | $1.36M |
 | DKS | 86K | $19.03M |
 | PCG | 84K | $1.27M |
 | CADE | 83K | $3.13M |
 | BRCB | 82K | $1.96M |
 | SF | 81K | $9.16M |
Bread Financial Holdings, Inc.
BFH
Shares Held
103K
Value
$5.76M
Ategrity Specialty Holdings LLC
ASIC
Shares Held
102K
Value
$2.02M
Ollie's Bargain Outlet Holdings, Inc.
OLLI
Shares Held
101K
Value
$13.03M
Essent Group Ltd.
ESNT
Shares Held
101K
Value
$6.44M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
99K
Value
$12.72M
Modine Manufacturing Company
MOD
Shares Held
98K
Value
$13.90M
Caterpillar Inc.
CAT
Shares Held
97K
Value
$46.21M
nCino, Inc.
NCNO
Shares Held
96K
Value
$2.59M
Deckers Outdoor Corporation
DECK
Shares Held
95K
Value
$9.63M
Amazon.com, Inc.
AMZN
Shares Held
92K
Value
$20.28M
Enact Holdings, Inc.
ACT
Shares Held
92K
Value
$3.54M
O'Reilly Automotive, Inc.
ORLY
Shares Held
91K
Value
$9.80M
PROG Holdings, Inc.
PRG
Shares Held
91K
Value
$2.93M
Howmet Aerospace Inc.
HWM
Shares Held
88K
Value
$17.19M
Slide Insurance Holdings, Inc. Common Stock
SLDE
Shares Held
86K
Value
$1.36M
DICK'S Sporting Goods, Inc.
DKS
Shares Held
86K
Value
$19.03M
Pacific Gas & Electric Co.
PCG
Shares Held
84K
Value
$1.27M
Cadence Bank
CADE
Shares Held
83K
Value
$3.13M
Black Rock Coffee Bar, Inc. Class A Common Stock
BRCB
Shares Held
82K
Value
$1.96M
Stifel Financial Corp.
SF
Shares Held
81K
Value
$9.16M