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MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

Interval Partners, LP INSTITUTION : Interval Partners, LP
Interval Partners, LP Latest Top 20 Portfolio Holdings: (Filing Date: 2020-05-15) --- full portfolio
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
SPDR S&P 500 ETF TR    (TR UNIT) SPY 89,643,000 347,793 6.88%
AMAZON COM INC    (COM) AMZN 58,956,000 30,238 4.53%
HUNT J B TRANS SVCS INC    (COM) JBHT 51,631,000 559,808 3.96%
TEMPUR SEALY INTL INC    (COM) TPX 42,482,000 971,900 3.26%
PPG INDS INC    (COM) PPG 38,874,000 465,000 2.98%
PRIMO WATER CORPORATION    (COM) 37,273,000 4,114,049 2.86%
AUTOZONE INC    (COM) AZO 35,913,000 42,450 2.76%
MICROSOFT CORP    (COM) MSFT 35,485,000 225,000 2.72%
DOLLAR TREE INC    (COM) DLTR 32,853,000 447,167 2.52%
PERFORMANCE FOOD GROUP CO    (COM) PFGC 31,316,000 1,266,847 2.40%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 30,881,000 158,787 2.37%
DELTA AIR LINES INC DEL    (COM NEW) DAL 29,243,000 1,024,997 2.24%
MCDONALDS CORP    (COM) MCD 25,629,000 155,000 1.96%
GRAINGER W W INC    (COM) GWW 23,845,000 95,955 1.83%
DOLLAR GEN CORP NEW    (COM) DG 22,652,000 150,000 1.74%
DARDEN RESTAURANTS INC    (COM) DRI 19,606,000 360,000 1.50%
AECOM    (COM) ACM 19,522,000 654,012 1.50%
KNIGHT SWIFT TRANSN HLDGS IN    (CL A) 19,519,000 595,103 1.50%
OKTA INC    (CL A) 18,205,000 148,900 1.39%
SUMMIT MATLS INC    (CL A) 17,136,000 1,142,409 1.31%


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MAJOR GURUS:
Warren Buffett
John Paulson
George Soros

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