Night Squared LP
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Night Squared LP reported 54 stock positions worth $224.4 million. Its top holding was Crown (CCK) at 4.4% of the portfolio, followed by Ecolab (ECL, 4.3%) and Honeywell International (HON, 4.1%). Compared with Q1 2025, it opened 29 new positions, sold out of 19, added to 6 and reduced 19. The biggest buy was a new position in Crown (CCK) and the biggest sale an exit from Trane Technologies (TT).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0002058786
- Portfolio Value
- $224.4M (Q2 2025)
- SEC Filing
- 0001140361-25-031075 ↗ filed Aug 14, 2025
Holdings Value
Holdings 54 stocks · $224.4M
| CCK Crown Holdings Inc. | 4.44% | 96,757 | $10.0M | New |
| ECL Ecolab Inc. | 4.27% | 35,573 | $9.6M | Add +21.9% |
| HON Honeywell International Inc. | 4.14% | 39,907 | $9.3M | Add +50.0% |
| DLTR Dollar Tree Inc. | 3.90% | 88,287 | $8.7M | Add +135.4% |
| TOST Toast Inc. Class A | 3.73% | 189,234 | $8.4M | Reduce -12.1% |
| KO The Coca-Cola Co. | 3.68% | 116,688 | $8.3M | New |
| ULTA Ulta Beauty Inc. | 3.27% | 15,700 | $7.3M | Reduce -5.2% |
| HRL Hormel Foods Corp. | 3.18% | 236,242 | $7.1M | New |
| RCL Royal Caribbean Cruises Ltd. | 3.08% | 22,082 | $6.9M | Reduce -18.2% |
| NVT Nvent Electric PLC | 2.89% | 88,466 | $6.5M | New |
| ETN Eaton Corp. PLC | 2.76% | 17,345 | $6.2M | New |
| CL Colgate-Palmolive Co. | 2.74% | 67,650 | $6.1M | New |
| TXRH Texas Roadhouse Inc. | 2.62% | 31,396 | $5.9M | Reduce -19.0% |
| NFLX Netflix Inc. | 2.52% | 4,217 | $5.6M | Add +64.7% |
| MSFT Microsoft Corp. | 2.47% | 11,158 | $5.6M | Reduce -16.4% |
| ORCL Oracle Corp. | 2.44% | 25,037 | $5.5M | New |
| META Meta Platforms Inc. Class A | 2.40% | 7,305 | $5.4M | Reduce -4.2% |
| LVS Las Vegas Sands Corp. | 2.32% | 119,503 | $5.2M | New |
| PM Philip Morris International | 2.26% | 27,811 | $5.1M | New |
| CTVA Corteva Inc. | 2.25% | 67,813 | $5.1M | New |
| KVYO Klaviyo Inc. Class A | 2.15% | 143,839 | $4.8M | Reduce -31.6% |
| AMZN Amazon.com Inc. | 2.02% | 20,622 | $4.5M | Reduce -43.5% |
| ROK Rockwell Automation Inc. | 2.01% | 13,565 | $4.5M | Reduce -5.5% |
| BWXT BWX Technologies Inc. | 1.92% | 29,936 | $4.3M | New |
| PINS Pinterest Inc. Class A | 1.92% | 120,033 | $4.3M | Add +545.6% |
| ITB iShares U.S. Home Constructi | 1.80% | 43,334 | $4.0M | New |
| BTI British American Tob-SP ADR | 1.76% | 83,418 | $3.9M | New |
| CELH Celsius Holdings Inc. | 1.69% | 81,561 | $3.8M | New |
| CCL Carnival Corp. | 1.61% | 128,700 | $3.6M | Reduce -34.1% |
| EAT Brinker International Inc. | 1.60% | 19,919 | $3.6M | Reduce -57.5% |
| VEEV Veeva Systems Inc. Class A | 1.55% | 12,099 | $3.5M | Add +10.1% |
| APD Air Products & Chemicals Inc. | 1.41% | 11,186 | $3.2M | Reduce -38.7% |
| FIX Comfort Systems USA Inc. | 1.34% | 5,598 | $3.0M | New |
| BUD Anheuser-Busch Inbev-SPN ADR | 1.32% | 43,180 | $3.0M | New |
| SPOT Spotify Technology SA | 1.25% | 3,663 | $2.8M | Reduce -14.8% |
| DASH DoorDash Inc. Class A | 1.25% | 11,391 | $2.8M | Reduce -25.1% |
| DD Dupont DE Nemours Inc. | 1.22% | 39,944 | $2.7M | New |
| MELI MercadoLibre Inc. | 1.13% | 968 | $2.5M | Reduce -70.7% |
| UTZ Utz Brands Inc. | 1.07% | 191,107 | $2.4M | New |
| KHC The Kraft Heinz Co. | 0.90% | 77,882 | $2.0M | New |
| CART Maplebear Inc. | 0.88% | 43,893 | $2.0M | New |
| WWW Wolverine World Wide Inc. | 0.87% | 107,933 | $2.0M | New |
| CMG Chipotle Mexican Grill Inc. | 0.70% | 27,785 | $1.6M | New |
| LTH Life Time Group Holdings Inc. | 0.69% | 51,282 | $1.6M | New |
| ADBE Adobe Inc. | 0.61% | 3,561 | $1.4M | Reduce -66.4% |
| H Hyatt Hotels Corp. Class A | 0.58% | 9,328 | $1.3M | New |
| TREX Trex Company Inc. | 0.54% | 22,281 | $1.2M | Reduce -70.2% |
| BURL Burlington Stores Inc. | 0.48% | 4,602 | $1.1M | Reduce -74.6% |
| ROST Ross Stores Inc. | 0.46% | 8,130 | $1.0M | New |
| BIRK Birkenstock Holding PLC | 0.45% | 20,752 | $1.0M | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.45% | 8,105 | $1.0M | New |
| S Sentinelone Inc. Class A | 0.42% | 51,472 | $941K | New |
| GTLB Gitlab Inc. Class A | 0.36% | 17,684 | $798K | New |
| WYNN WYNN Resorts Ltd. | 0.22% | 5,368 | $503K | Reduce -89.8% |
Portfolio Sells Q1 2025 → Q2 2025
| TT Trane Technologies PLC | Sold out | 0.00% | −3.87 |
| SHW The Sherwin-Williams Co. | Sold out | 0.00% | −3.58 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −3.22 |
| DRI Darden Restaurants Inc. | Sold out | 0.00% | −3.03 |
| MELI MercadoLibre Inc. | Reduce -70.7% | 1.13% | −2.68 |
| EAT Brinker International Inc. | Reduce -57.5% | 1.60% | −2.53 |
| WYNN WYNN Resorts Ltd. | Reduce -89.8% | 0.22% | −2.38 |
| AMZN Amazon.com Inc. | Reduce -43.5% | 2.02% | −2.09 |
| BURL Burlington Stores Inc. | Reduce -74.6% | 0.48% | −2.07 |
| TREX Trex Company Inc. | Reduce -70.2% | 0.54% | −2.03 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −1.81 |
| ADBE Adobe Inc. | Reduce -66.4% | 0.61% | −1.79 |
| APD Air Products & Chemicals Inc. | Reduce -38.7% | 1.41% | −1.78 |
| AME Ametek Inc. | Sold out | 0.00% | −1.76 |
| PWR Quanta Services Inc. | Sold out | 0.00% | −1.73 |
| AZO AutoZone Inc. | Sold out | 0.00% | −1.69 |
| KVYO Klaviyo Inc. Class A | Reduce -31.6% | 2.15% | −1.61 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −1.39 |
| DPZ Domino's Pizza Inc. | Sold out | 0.00% | −1.36 |
| LYV Live Nation Entertainment Inc. | Sold out | 0.00% | −1.26 |
| TXRH Texas Roadhouse Inc. | Reduce -19.0% | 2.62% | −1.20 |
| BJ Bj's Wholesale Club Holdings | Sold out | 0.00% | −1.01 |
| XYL Xylem Inc. | Sold out | 0.00% | −0.91 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.84 |
| GEV GE Vernova Inc. | Sold out | 0.00% | −0.66 |
| CCL Carnival Corp. | Reduce -34.1% | 1.61% | −0.64 |
| RACE Ferrari NV | Sold out | 0.00% | −0.63 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.62 |
| KR Kroger Co. | Sold out | 0.00% | −0.60 |
| MSFT Microsoft Corp. | Reduce -16.4% | 2.47% | −0.49 |
| TOST Toast Inc. Class A | Reduce -12.1% | 3.73% | −0.49 |
| DASH DoorDash Inc. Class A | Reduce -25.1% | 1.25% | −0.39 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.32 |
| ULTA Ulta Beauty Inc. | Reduce -5.2% | 3.27% | −0.31 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -18.2% | 3.08% | −0.20 |
| META Meta Platforms Inc. Class A | Reduce -4.2% | 2.40% | −0.19 |
| ROK Rockwell Automation Inc. | Reduce -5.5% | 2.01% | −0.18 |
| SPOT Spotify Technology SA | Reduce -14.8% | 1.25% | −0.15 |
Portfolio Buys Q1 2025 → Q2 2025
| CCK Crown Holdings Inc. | New | 4.44% | +4.44 |
| KO The Coca-Cola Co. | New | 3.68% | +3.68 |
| HRL Hormel Foods Corp. | New | 3.18% | +3.18 |
| NVT Nvent Electric PLC | New | 2.89% | +2.89 |
| ETN Eaton Corp. PLC | New | 2.76% | +2.76 |
| CL Colgate-Palmolive Co. | New | 2.74% | +2.74 |
| ORCL Oracle Corp. | New | 2.44% | +2.44 |
| LVS Las Vegas Sands Corp. | New | 2.32% | +2.32 |
| PM Philip Morris International | New | 2.26% | +2.26 |
| CTVA Corteva Inc. | New | 2.25% | +2.25 |
| DLTR Dollar Tree Inc. | Add +135.4% | 3.90% | +2.23 |
| BWXT BWX Technologies Inc. | New | 1.92% | +1.92 |
| ITB iShares U.S. Home Constructi | New | 1.80% | +1.80 |
| BTI British American Tob-SP ADR | New | 1.76% | +1.76 |
| CELH Celsius Holdings Inc. | New | 1.69% | +1.69 |
| PINS Pinterest Inc. Class A | Add +545.6% | 1.92% | +1.58 |
| FIX Comfort Systems USA Inc. | New | 1.34% | +1.34 |
| BUD Anheuser-Busch Inbev-SPN ADR | New | 1.32% | +1.32 |
| DD Dupont DE Nemours Inc. | New | 1.22% | +1.22 |
| NFLX Netflix Inc. | Add +64.7% | 2.52% | +1.10 |
| UTZ Utz Brands Inc. | New | 1.07% | +1.07 |
| KHC The Kraft Heinz Co. | New | 0.90% | +0.90 |
| CART Maplebear Inc. | New | 0.88% | +0.88 |
| WWW Wolverine World Wide Inc. | New | 0.87% | +0.87 |
| HON Honeywell International Inc. | Add +50.0% | 4.14% | +0.81 |
| CMG Chipotle Mexican Grill Inc. | New | 0.70% | +0.70 |
| LTH Life Time Group Holdings Inc. | New | 0.69% | +0.69 |
| H Hyatt Hotels Corp. Class A | New | 0.58% | +0.58 |
| ROST Ross Stores Inc. | New | 0.46% | +0.46 |
| BIRK Birkenstock Holding PLC | New | 0.45% | +0.45 |
| TJX TJX Companies Inc. | New | 0.45% | +0.45 |
| S Sentinelone Inc. Class A | New | 0.42% | +0.42 |
| GTLB Gitlab Inc. Class A | New | 0.36% | +0.36 |
| VEEV Veeva Systems Inc. Class A | Add +10.1% | 1.55% | +0.05 |
| ECL Ecolab Inc. | Add +21.9% | 4.27% | −0.10 |