Night Squared LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Night Squared LP reported 69 stock positions worth $930.4 million. Its top holding was Republic Services (RSG) at 5.8% of the portfolio, followed by Church & Dwight (CHD, 3.7%) and Philip Morris International (PM, 3.5%). Compared with Q1 2026, it opened 37 new positions, sold out of 40, added to 15 and reduced 17. The biggest buy was a new position in Republic Services (RSG) and the biggest sale an exit from Taiwan Semiconductor-SP ADR (TSM).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002058786
- Portfolio Value
- $930.4M (Q2 2026)
- SEC Filing
- 0001140361-26-032920 ↗ filed Aug 14, 2026
Holdings Value
Holdings 69 stocks · $930.4M
| RSG Republic Services Inc. | 5.78% | 252,593 | $53.8M | New |
| CHD Church & Dwight Co. Inc. | 3.69% | 354,740 | $34.4M | Add +128.1% |
| PM Philip Morris International | 3.45% | 177,493 | $32.1M | New |
| ECL Ecolab Inc. | 3.41% | 113,853 | $31.7M | New |
| KDP Keurig Dr Pepper Inc. | 3.20% | 910,913 | $29.8M | New |
| STZ Constellation Brands Inc. Class A | 3.20% | 213,980 | $29.8M | New |
| FAST Fastenal Co. | 2.92% | 564,897 | $27.1M | New |
| FERG Ferguson Enterprises Inc. | 2.77% | 108,779 | $25.8M | Add +64.6% |
| KHC The Kraft Heinz Co. | 2.68% | 1,056,145 | $24.9M | New |
| PH Parker Hannifin Corp. | 2.66% | 25,336 | $24.8M | Add +111.3% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 2.55% | 11,919 | $23.7M | New |
| ADI Analog Devices Inc. | 2.41% | 56,475 | $22.4M | Reduce -20.3% |
| TXN Texas Instruments Inc. | 2.30% | 71,943 | $21.4M | New |
| CAT Caterpillar Inc. | 2.26% | 19,709 | $21.0M | Add +0.5% |
| STM Stmicroelectronics NV-NY SHS | 2.07% | 257,127 | $19.3M | New |
| AMZN Amazon.com Inc. | 2.06% | 80,378 | $19.2M | Reduce -10.8% |
| ETN Eaton Corp. PLC | 2.03% | 44,305 | $18.9M | New |
| ITB iShares U.S. Home Constructi | 2.03% | 180,684 | $18.9M | Add +46.8% |
| PPG PPG Industries Inc. | 1.96% | 150,694 | $18.3M | New |
| BWXT BWX Technologies Inc. | 1.93% | 92,035 | $17.9M | New |
| PCAR Paccar Inc. | 1.90% | 147,259 | $17.7M | Add +40.6% |
| WDC Western Digital Corp. | 1.86% | 27,155 | $17.3M | Add +66.8% |
| STX Seagate Technology Holdings | 1.82% | 17,571 | $17.0M | Reduce -35.0% |
| HLN Haleon PLC-ADR | 1.73% | 1,726,555 | $16.1M | New |
| BTI British American Tob-SP ADR | 1.69% | 255,301 | $15.8M | New |
| CARR Carrier Global Corp. | 1.54% | 195,596 | $14.3M | New |
| TAP Molson Coors Beverage Co. Class B | 1.53% | 364,310 | $14.2M | New |
| DASH DoorDash Inc. Class A | 1.48% | 74,583 | $13.8M | Reduce -32.3% |
| TOST Toast Inc. Class A | 1.43% | 477,191 | $13.3M | Reduce -10.3% |
| META Meta Platforms Inc. Class A | 1.38% | 22,815 | $12.9M | Add +5.8% |
| FIX Comfort Systems USA Inc. | 1.34% | 6,301 | $12.5M | Add +16.7% |
| SPOT Spotify Technology SA | 1.28% | 25,876 | $11.9M | Reduce -20.6% |
| NTR Nutrien Ltd. | 1.27% | 187,427 | $11.8M | New |
| RL Ralph Lauren Corp. | 1.15% | 26,720 | $10.7M | New |
| BOOT Boot Barn Holdings Inc. | 1.12% | 63,205 | $10.4M | New |
| TTWO Take-Two Interactive Softwre | 1.09% | 40,531 | $10.1M | Reduce -51.8% |
| MU Micron Technology Inc. | 1.06% | 8,505 | $9.8M | New |
| ANET Arista Networks Inc. | 1.04% | 56,997 | $9.7M | Add +276.2% |
| CE Celanese Corp. | 1.01% | 205,203 | $9.4M | New |
| EAT Brinker International Inc. | 0.99% | 54,872 | $9.2M | Reduce -27.8% |
| SNDK Sandisk Corp. | 0.92% | 3,750 | $8.5M | Reduce -10.4% |
| WMT Walmart Inc. | 0.91% | 75,019 | $8.5M | Add +131.7% |
| BBY Best Buy Co. Inc. | 0.87% | 106,893 | $8.1M | New |
| FIVE Five Below | 0.83% | 42,781 | $7.7M | Reduce -3.8% |
| NOW ServiceNow Inc. | 0.82% | 77,253 | $7.7M | New |
| VRT Vertiv Holdings Co. Class A | 0.82% | 22,871 | $7.7M | New |
| T AT&T Inc. | 0.79% | 353,680 | $7.3M | New |
| AEO American Eagle Outfitters | 0.76% | 409,393 | $7.0M | New |
| BURL Burlington Stores Inc. | 0.72% | 21,166 | $6.7M | Reduce -48.1% |
| JBL Jabil Inc. | 0.68% | 16,381 | $6.3M | New |
| AMD Advanced Micro Devices | 0.66% | 10,634 | $6.2M | New |
| TMUS T-Mobile US Inc. | 0.63% | 34,684 | $5.8M | New |
| TEAM Atlassian Corp. Class A | 0.61% | 73,136 | $5.7M | New |
| WING Wingstop Inc. | 0.58% | 31,350 | $5.4M | New |
| LRCX Lam Research Corp. | 0.56% | 11,970 | $5.2M | Reduce -53.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.56% | 18,406 | $5.2M | New |
| W Wayfair Inc. Class A | 0.54% | 53,879 | $5.0M | New |
| MANH Manhattan Associates Inc. | 0.52% | 34,607 | $4.8M | Add +46.1% |
| WDAY Workday Inc. Class A | 0.51% | 39,095 | $4.8M | Add +255.3% |
| SKY Champion Homes Inc. | 0.45% | 47,965 | $4.2M | Reduce -41.0% |
| TGT Target Corp. | 0.43% | 30,505 | $4.0M | Reduce -28.3% |
| HLT Hilton Worldwide Holdings Inc. | 0.42% | 11,943 | $3.9M | Reduce -23.9% |
| AMAT Applied Materials Inc. | 0.42% | 5,423 | $3.9M | Reduce -88.0% |
| LSCC Lattice Semiconductor Corp. | 0.38% | 23,218 | $3.6M | Add +69.0% |
| SNOW Snowflake Inc. | 0.36% | 13,180 | $3.4M | New |
| CRDO Credo Technology Group Holdi | 0.35% | 12,061 | $3.3M | New |
| RDDT Reddit Inc. Class A | 0.33% | 17,719 | $3.1M | Add +64.5% |
| WSM Williams-Sonoma Inc. | 0.29% | 11,570 | $2.7M | New |
| KVYO Klaviyo Inc. Class A | 0.18% | 112,588 | $1.7M | Reduce -52.5% |
Portfolio Sells Q1 2026 → Q2 2026
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −3.23 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −3.03 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −2.68 |
| GWW WW Grainger Inc. | Sold out | 0.00% | −2.67 |
| MO Altria Group Inc. | Sold out | 0.00% | −2.60 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −2.54 |
| SJM The JM Smucker Co. | Sold out | 0.00% | −2.38 |
| MPWR Monolithic Power Systems Inc. | Sold out | 0.00% | −2.34 |
| TT Trane Technologies PLC | Sold out | 0.00% | −2.33 |
| PEP Pepsico Inc. | Sold out | 0.00% | −2.26 |
| DDOG Datadog Inc. Class A | Sold out | 0.00% | −2.04 |
| SOLS Solstice Adv Materials Inc. | Sold out | 0.00% | −1.90 |
| AMAT Applied Materials Inc. | Reduce -88.0% | 0.42% | −1.84 |
| VMC Vulcan Materials Co. | Sold out | 0.00% | −1.83 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −1.73 |
| QSR Restaurant Brands Intern | Sold out | 0.00% | −1.59 |
| CTVA Corteva Inc. | Sold out | 0.00% | −1.53 |
| BALL Ball Corp. | Sold out | 0.00% | −1.48 |
| TTWO Take-Two Interactive Softwre | Reduce -51.8% | 1.09% | −1.35 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −1.31 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −1.28 |
| BURL Burlington Stores Inc. | Reduce -48.1% | 0.72% | −1.23 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −1.18 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −1.10 |
| XYL Xylem Inc. | Sold out | 0.00% | −1.08 |
| GLW Corning Inc. | Sold out | 0.00% | −1.08 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −1.05 |
| DOW Dow Inc. | Sold out | 0.00% | −1.05 |
| SPOT Spotify Technology SA | Reduce -20.6% | 1.28% | −1.04 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.95 |
| DASH DoorDash Inc. Class A | Reduce -32.3% | 1.48% | −0.95 |
| ADI Analog Devices Inc. | Reduce -20.3% | 2.41% | −0.90 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.83 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.78 |
| TTEK Tetra Tech Inc. | Sold out | 0.00% | −0.77 |
| AMZN Amazon.com Inc. | Reduce -10.8% | 2.06% | −0.70 |
| FIVE Five Below | Reduce -3.8% | 0.83% | −0.67 |
| TOST Toast Inc. Class A | Reduce -10.3% | 1.43% | −0.65 |
| EAT Brinker International Inc. | Reduce -27.8% | 0.99% | −0.60 |
| SFM Sprouts Farmers Market Inc. | Sold out | 0.00% | −0.59 |
| H Hyatt Hotels Corp. Class A | Sold out | 0.00% | −0.56 |
| VFC VF Corp. | Sold out | 0.00% | −0.50 |
| KVYO Klaviyo Inc. Class A | Reduce -52.5% | 0.18% | −0.50 |
| SKY Champion Homes Inc. | Reduce -41.0% | 0.45% | −0.43 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.43 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.42 |
| NET Cloudflare Inc. Class A | Sold out | 0.00% | −0.41 |
| TGT Target Corp. | Reduce -28.3% | 0.43% | −0.33 |
| BROS Dutch Bros Inc. Class A | Sold out | 0.00% | −0.29 |
| PEGA Pegasystems Inc. | Sold out | 0.00% | −0.28 |
Portfolio Buys Q1 2026 → Q2 2026
| RSG Republic Services Inc. | New | 5.78% | +5.78 |
| PM Philip Morris International | New | 3.45% | +3.45 |
| ECL Ecolab Inc. | New | 3.41% | +3.41 |
| KDP Keurig Dr Pepper Inc. | New | 3.20% | +3.20 |
| STZ Constellation Brands Inc. Class A | New | 3.20% | +3.20 |
| FAST Fastenal Co. | New | 2.92% | +2.92 |
| KHC The Kraft Heinz Co. | New | 2.68% | +2.68 |
| ASML ASML Holding NV-NY Reg SHS | New | 2.55% | +2.55 |
| TXN Texas Instruments Inc. | New | 2.30% | +2.30 |
| STM Stmicroelectronics NV-NY SHS | New | 2.07% | +2.07 |
| ETN Eaton Corp. PLC | New | 2.03% | +2.03 |
| PPG PPG Industries Inc. | New | 1.96% | +1.96 |
| BWXT BWX Technologies Inc. | New | 1.93% | +1.93 |
| HLN Haleon PLC-ADR | New | 1.73% | +1.73 |
| BTI British American Tob-SP ADR | New | 1.69% | +1.69 |
| CHD Church & Dwight Co. Inc. | Add +128.1% | 3.69% | +1.56 |
| CARR Carrier Global Corp. | New | 1.54% | +1.54 |
| TAP Molson Coors Beverage Co. Class B | New | 1.53% | +1.53 |
| NTR Nutrien Ltd. | New | 1.27% | +1.27 |
| WDC Western Digital Corp. | Add +66.8% | 1.86% | +1.22 |
| RL Ralph Lauren Corp. | New | 1.15% | +1.15 |
| BOOT Boot Barn Holdings Inc. | New | 1.12% | +1.12 |
| PH Parker Hannifin Corp. | Add +111.3% | 2.66% | +1.09 |
| MU Micron Technology Inc. | New | 1.06% | +1.06 |
| CE Celanese Corp. | New | 1.01% | +1.01 |
| BBY Best Buy Co. Inc. | New | 0.87% | +0.87 |
| NOW ServiceNow Inc. | New | 0.82% | +0.82 |
| VRT Vertiv Holdings Co. Class A | New | 0.82% | +0.82 |
| T AT&T Inc. | New | 0.79% | +0.79 |
| ANET Arista Networks Inc. | Add +276.2% | 1.04% | +0.77 |
| AEO American Eagle Outfitters | New | 0.76% | +0.76 |
| JBL Jabil Inc. | New | 0.68% | +0.68 |
| AMD Advanced Micro Devices | New | 0.66% | +0.66 |
| TMUS T-Mobile US Inc. | New | 0.63% | +0.63 |
| TEAM Atlassian Corp. Class A | New | 0.61% | +0.61 |
| WING Wingstop Inc. | New | 0.58% | +0.58 |
| IBM Intl Business Machines Corp. | New | 0.56% | +0.56 |
| W Wayfair Inc. Class A | New | 0.54% | +0.54 |
| FERG Ferguson Enterprises Inc. | Add +64.6% | 2.77% | +0.51 |
| ITB iShares U.S. Home Constructi | Add +46.8% | 2.03% | +0.39 |
| SNOW Snowflake Inc. | New | 0.36% | +0.36 |
| CRDO Credo Technology Group Holdi | New | 0.35% | +0.35 |
| WMT Walmart Inc. | Add +131.7% | 0.91% | +0.32 |
| WDAY Workday Inc. Class A | Add +255.3% | 0.51% | +0.30 |
| WSM Williams-Sonoma Inc. | New | 0.29% | +0.29 |
| FIX Comfort Systems USA Inc. | Add +16.7% | 1.34% | +0.25 |
| CAT Caterpillar Inc. | Add +0.5% | 2.26% | +0.21 |
| LSCC Lattice Semiconductor Corp. | Add +69.0% | 0.38% | +0.19 |
| PCAR Paccar Inc. | Add +40.6% | 1.90% | +0.12 |
| RDDT Reddit Inc. Class A | Add +64.5% | 0.33% | +0.12 |