§ 13F · FUND PROFILE
Night Squared LP.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $277.1T (13F)Positions · 54Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$192.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | WM | WASTE MGMT INC DEL | 61K | $13.5T | 3.8% | +62% |
| 2 | PM | PHILIP MORRIS INTL INC | 83K | $13.4T | 3.8% | NEW |
| 3 | KO | COCA COLA CO | 178K | $12.5T | 3.5% | NEW |
| 4 | SJM | SMUCKER J M CO | 97K | $9.5T | 2.7% | NEW |
| 5 | CLX | CLOROX CO DEL | 94K | $9.5T | 2.7% | NEW |
| 6 | BTI | BRITISH AMERN TOB PLC | 166K | $9.4T | 2.6% | NEW |
| 7 | ULTA | ULTA BEAUTY INC | 15K | $8.8T | 2.5% | −23% |
| 8 | DOV | DOVER CORP | 44K | $8.5T | 2.4% | NEW |
| 9 | ADI | ANALOG DEVICES INC | 31K | $8.4T | 2.4% | NEW |
| 10 | AVY | AVERY DENNISON CORP | 46K | $8.4T | 2.4% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NIGHT SIGNAL
AC read
Night Squared LP is a Other fund managing $277129.9 trillion in assets. The fund runs a portfolio of 54 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed