Interval Partners, LP SMG — SCOTTS MIRACLE-GRO CO

Ownership history in Interval Partners, LP  ·  8 quarters on record

AI Ownership Summary

Interval Partners, LP reported SCOTTS MIRACLE-GRO CO (SMG) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.44% in 2025 Q2. The latest visible filing shows SMG at 0.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Interval Partners, LP's position in SCOTTS MIRACLE-GRO CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SMG was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.44% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SMG stock page Interval Partners, LP fund profile Interval Partners, LP full holdings
How Interval Partners, LP held SMG — position size vs. price
% of Fund (quarterly)    SMG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 807,061 +364,285 +82.3% 0.84% $47.1M 2026-02-14 (Est.) $67.70
2025 Q3 REDUCED 65.6% +2.6% ❌ 442,776 -844,424 -65.6% 0.41% $25.2M 2025-11-14 $55.49
2025 Q2 ADDED — — — 1,287,200 +1,124,600 +691.6% 1.44% $84.9M 2025-08-14 $60.48
2025 Q1 REDUCED 71.9% +21.5% ❌ 162,600 -416,372 -71.9% 0.19% $8.9M 2025-05-15 $58.46
2025 Q1 ADDED — — — 578,972 +475,840 +461.4% 0.67% $31.8M 2025-05-15 $58.46
2024 Q2 REDUCED 78.4% +34.5% ❌ 103,132 -375,414 -78.4% 0.15% $6.7M 2024-08-14 $65.52
2024 Q1 ADDED — — — 478,546 +465,546 +3581.1% 1.00% $35.7M 2024-05-15 $63.94
2023 Q4 INITIATED — — — 13,000 — — 0.02% $829K 2024-02-14 $52.25

🏢 Other funds also holding SMG

As of 2026 Q1 — sorted by position size

SG Capital Management LLC 3Y 7Y 1.97% Barnett & Company, Inc. 3Y 7Y 1.86% Compass Wealth Management LLC 3Y 1.84% KESTREL INVESTMENT MANAGEMENT CORP 3Y 7Y 1.43% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 1.39% DEPRINCE RACE & ZOLLO INC 3Y 7Y 1.25% Carolina Wealth Advisors, LLC 3Y 1.11% CM Management, LLC 3Y 1.02% Econ Financial Services Corp 3Y 7Y 0.69% Sound Income Strategies, LLC 3Y 7Y 0.66%

FAQ About Interval Partners, LP and SMG

These are the practical questions this page is built to answer before you even open the full history table.

How long has Interval Partners, LP reported owning SMG?

Interval Partners, LP reported SMG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SMG position in Interval Partners, LP's portfolio?

The largest reported portfolio weight for SMG was 1.44% in 2025 Q2.

What is the latest reported SMG position on this page?

The most recent filing on this page is 2025 Q4, when Interval Partners, LP reported 807,061 shares, equal to 0.84% of portfolio, with an estimated market value of $47.1M.

What does the chart on this SMG ownership page compare?

The chart compares Interval Partners, LP's quarterly SMG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Interval Partners, LP time their SMG position?

Based on 13F filing dates vs. subsequent SMG price moves, Interval Partners, LP correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on SMG relative to SPY over the holding period was +10.7%.

← Back to Interval Partners, LP Holdings