DOSSIER · 13F-HR · Q2 2026

Night Squared LP

$930M in tracked AUM across 69 positions as of Q2 2026.

NS
CIK 0002058786 · last filed Jun 30, 2026
Total AUM
$930M
as of Q2 2026
Holdings
69
positions
Whale Score
56
56
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Night Squared LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
RSG
REPUBLIC SVCS INC
$54M253K5.8%
02
CHD
CHURCH & DWIGHT CO INC
$34M355K3.7%
03
PM
PHILIP MORRIS INTL INC
$32M177K3.5%
04
ECL
ECOLAB INC
$32M114K3.4%
05
KDP
KEURIG DR PEPPER INC
$30M911K3.2%
06
STZ
CONSTELLATION BRANDS INC
$30M214K3.2%
07
FAST
FASTENAL CO
$27M565K2.9%
08
FERG
FERGUSON ENTERPRISES INC
$26M109K2.8%
09
KHC
KRAFT HEINZ CO
$25M1.1M2.7%
10
PH
PARKER-HANNIFIN CORP
$25M25K2.7%

Filing history

2026Q2Jun 30
$930M 36.7%
69 positionsView →
2026Q1Mar 31
$681M 91.8%
72 positionsView →
2025Q4Dec 31
$355M 28.0%
65 positionsView →
2025Q3Sep 30
$277M 23.5%
54 positionsView →
2025Q2Jun 30
$224M 32.7%
54 positionsLocked
2025Q1Mar 31
$169M
44 positionsLocked