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Equibles

Interval Partners, LP

Position in MS — Morgan Stanley

CIK 1590228 NEW YORK, NY
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$10,665,220
-$4,278,065 QoQ
Shares Held
51,020
-43.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#546
of 2,736 holders
Holding Since
Jun 2020
22 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Derivatives in MS

reported options exposure · as of Jun 30, 2026
CallValue
$0
CallShares
0
PutValue
$6,814,704
PutShares
32,600

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Interval Partners, LP holds $154,968,124 across 12 Capital Markets names. MS ranks #6 (6.9% 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
This page 		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 MS

Export CSV
35 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,814,704 32,600
2026-06-30 $10,665,220 51,020
2026-03-31 $14,943,285 90,802
2026-03-31 $6,879,026 41,800
2025-12-31 $22,426,477 126,325
2025-12-31 $12,427,100 70,000
2025-09-30 $10,093,960 63,500
2025-09-30 $26,544,094 166,986
2025-09-30 $5,039,032 31,700
2025-06-30 $3,789,134 26,900
2025-06-30 $9,852,875 69,948
2025-03-31 $3,721,773 31,900
2024-12-31 $4,023,040 32,000
2024-12-31 $10,711,344 85,200
2024-09-30 $2,759,337 26,471
2024-06-30 $6,288,484 64,703
2023-09-30 $49,002 600
2023-09-30 $32,668 400
2023-06-30 $4,270,000 50,000
2023-03-31 $3,512,000 40,000
2022-09-30 $2,370,300 30,000
2022-09-30 $5,520,902 69,876
2022-06-30 $7,777,439 102,254
2022-06-30 $2,281,800 30,000
2022-03-31 $9,605,260 109,900
2021-12-31 $3,926,400 40,000
2021-09-30 $7,298,250 75,000
2021-09-30 $6,081,875 62,500
2021-06-30 $5,959,850 65,000
2021-03-31 $6,212,800 80,000
2021-03-31 $6,212,800 80,000
2020-12-31 $2,741,200 40,000
2020-09-30 $6,769,000 140,000
2020-06-30 $3,864,000 80,000
2020-06-30 $617,563 12,786