You're signed outSign in or to get full access.
Interval Partners, LP
Interval Partners, LP is an alternative asset management firm headquartered in New York, NY. Founded in 2012, it operates as a U.S. registered investment adviser and specializes in sector-focused, fundamental equity long/short low-net strategies, managing pooled investment vehicles and separately managed accounts. The firm employs experienced professionals and serves institutional and other qualified investors, managing over $8 billion in regulatory AUM as of year-end 2024.
Investment Strategy
Interval Partners focuses on generating uncorrelated alpha via diversified, standalone investment strategies. The firm employs sector-focused, fundamental equity long/short strategies with a low net market exposure, relying on a bottom-up, fundamentally-driven investment approach and active risk management. Their investment process emphasizes fundamental research and portfolio construction, with flexibility to utilize leverage, options, and other derivatives to enhance risk-adjusted returns for both U.S. and international equities.
Latest 13F Filing Activity
Interval Partners, LP filed their most recent 13F report on Jun 30, 2025 disclosing 270 equity positions and 79 options positions with a total 13F market value of $6B. The fund increased holdings in Norfolk Southn Corp., Sysco Corp., Wesco Intl Inc. among other positions. Interval Partners, LP reduced exposure to Southwest Airls Co., Johnson CTLS Intl PLC, Burlington Stores Inc. among others.
Top Holdings
Equity Positions (270)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NSC | NORFOLK SOUTHN CORP | 3.38% | $199.4M | 778,920 | $255.97 | $255.97 | +$199.4M |
N NVT | NVENT ELECTRIC PLC | 2.72% | $160.3M | 2,188,896 | $64.62 | $73.25 | +$88.8M |
S SYY | SYSCO CORP | 2.40% | $141.6M | 1,869,801 | $75.74 | $75.74 | +$141.6M |
U ULTA | ULTA BEAUTY INC | 2.09% | $123.1M | 263,117 | $395.61 | $467.82 | +$52.8M |
P PPG | PPG INDS INC | 2.07% | $122.0M | 1,072,163 | $112.81 | $113.75 | +$96.8M |
Options Positions (79)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $364.3M | 5,897 | $617.85 | $607.30 | +4,278 | +$273.8M |
I IWM | ISHARES TR | Bought | Put | $304.6M | 14,117 | $215.79 | $217.73 | +8,601 | +$194.6M |
X XLI | SELECT SECTOR SPDR TR | Bought | Put | $46.5M | 3,149 | $147.52 | $144.25 | +2,352 | +$36.0M |
R ROST | ROSS STORES INC | New | Call | $46.1M | 3,616 | $127.58 | $127.58 | +3,616 | +$46.1M |
N NVDA | NVIDIA CORPORATION | Bought | Call | $43.1M | 2,731 | $157.99 | $122.94 | +600 | +$20.1M |
Industry Allocation
Investment Team (22)
| Name | Role | Location | |
|---|---|---|---|
A Anil Stevens | Partner, Portfolio Manager | New York, NY , United States | |
 | Senior Analyst | New York, NY , United States | |
C Chad Wain | Head Trader | New York, NY , United States | |
C Connor McLaughlin | Partner | New York, NY , United States | |
 | Head of Trading Strategies and Equity Capital Markets | New York, NY , United States | |
G Gregg Moskowitz | Managing Partner | New York, NY , United States | |
 | Analyst | New York, NY , United States | |
M Matthew Gulmi | Investment Analyst | New York, NY , United States | |
| Investment Analyst | New York, NY , United States | ||
N Ned Gilliss | Portfolio Manager | New York, NY , United States |
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more