§ 13F · FUND PROFILE
Night Squared LP.
AUM · $930M (13F)Positions · 69Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$548M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | RSG | REPUBLIC SVCS INC | 253K | $54M | 5.8% | NEW |
| 2 | CHD | CHURCH & DWIGHT CO INC | 355K | $34M | 3.7% | +128% |
| 3 | PM | PHILIP MORRIS INTL INC | 177K | $32M | 3.5% | NEW |
| 4 | ECL | ECOLAB INC | 114K | $32M | 3.4% | NEW |
| 5 | KDP | KEURIG DR PEPPER INC | 911K | $30M | 3.2% | NEW |
| 6 | STZ | CONSTELLATION BRANDS INC | 214K | $30M | 3.2% | NEW |
| 7 | FAST | FASTENAL CO | 565K | $27M | 2.9% | NEW |
| 8 | FERG | FERGUSON ENTERPRISES INC | 109K | $26M | 2.8% | +65% |
| 9 | KHC | KRAFT HEINZ CO | 1.06M | $25M | 2.7% | NEW |
| 10 | PH | PARKER-HANNIFIN CORP | 25K | $25M | 2.7% | +111% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE NIGHT SIGNAL
AC read
Night Squared LP is a Other fund managing $930 million in assets. The fund runs a portfolio of 69 positions.
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