Position in LCLN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,244,482
New position
Shares Held
135,923
first reported quarter
Ownership
0.133%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#32
of 71 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026Interval Partners, LP holds $154,968,124 across 12 Capital Markets names. LCLN ranks #11 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
108,628 | $30,598,335 | |
| 2 | SCHW |
Schwab Charles Corp
|
319,725 | $29,501,025 | |
| 3 | EVR |
Evercore Inc.
|
74,149 | $25,317,434 | |
| 4 | PJT |
PJT Partners Inc.
|
76,506 | $11,547,815 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
190,554 | $11,351,301 | |
| 6 | MS |
Morgan Stanley
|
51,020 | $10,665,220 | |
| 7 | PIPR |
Piper Sandler Companies
|
128,354 | $9,285,128 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
67,227 | $9,017,157 |
All Filings in LCLN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,244,482 | 135,923 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||