Q2 2026 13F · SEC CIK 2058786

Night Squared LP

Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $930.4M
Reported positions: 69
Holdings vs S&P 500, 3 yrs: —
Assets under management: $976.1M

Night Squared LP is a hedge fund that reported 69 positions worth $930.4M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Republic Svcs Inc (RSG, 5.8%), Church & Dwight Co Inc (CHD, 3.7%), Philip Morris Intl Inc (PM, 3.5%).

Night Squared LP holdings largest 50 of 69 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Night Squared LP 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
RSGRepublic Svcs Inc	5.8%	—	252,593	—	$53.8M
CHDChurch & Dwight Co Inc	3.7%	2.1%	354,740	+128.1%	$34.4M
PMPhilip Morris Intl Inc	3.5%	—	177,493	—	$32.1M
ECLEcolab Inc	3.4%	—	113,853	—	$31.7M
KDPKeurig Dr Pepper Inc	3.2%	—	910,913	—	$29.8M
STZConstellation Brands Inc	3.2%	—	213,980	—	$29.8M
FASTFastenal Co	2.9%	—	564,897	—	$27.1M
FERGFerguson Enterprises Inc Common Stock Ne	2.8%	2.3%	108,779	+64.6%	$25.8M
KHCKraft Heinz Co	2.7%	—	1,056,145	—	$24.9M
PHParker-Hannifin Corp	2.7%	1.6%	25,336	+111.3%	$24.8M
ASMLAsml Hldg NV	2.5%	—	11,919	—	$23.7M
ADIAnalog Devices Inc	2.4%	3.3%	56,475	-20.3%	$22.4M
TXNTexas Instrs Inc	2.3%	—	71,943	—	$21.4M
CATCaterpillar Inc	2.3%	2.0%	19,709	+0.5%	$21.0M
STMStmicroelectronics N V Ny Registry	2.1%	—	257,127	—	$19.3M
AMZNAmazon Com Inc	2.1%	2.8%	80,378	-10.8%	$19.2M
ETNEaton Corp PLC	2.0%	—	44,305	—	$18.9M
ITBIshares Tr	2.0%	1.6%	180,684	+46.8%	$18.9M
PPGPpg Inds Inc	2.0%	—	150,694	—	$18.3M
BWXTBwx Technologies Inc	1.9%	—	92,035	—	$17.9M
PCARPaccar Inc	1.9%	1.8%	147,259	+40.6%	$17.7M
WDCWestern Digital Corp Com	1.9%	—	27,155	—	$17.3M
STXSeagate Technology Hldngs Pl	1.8%	1.6%	17,571	-35.0%	$17.0M
HLNHaleon PLC	1.7%	—	1,726,555	—	$16.1M
BTIBritish Amern Tob PLC	1.7%	—	255,301	—	$15.8M
CARRCarrier Global Corporation	1.5%	—	195,596	—	$14.3M
TAPMolson Coors Beverage Co	1.5%	—	364,310	—	$14.2M
DASHDoordash Inc	1.5%	2.4%	74,583	-32.3%	$13.8M
TOSTToast Inc	1.4%	2.1%	477,191	-10.3%	$13.3M
METAMeta Platforms Inc	1.4%	1.8%	22,815	+5.8%	$12.9M
FIXComfort Sys USA Inc	1.3%	1.1%	6,301	+16.7%	$12.5M
SPOTSpotify Technology SA	1.3%	2.3%	25,876	-20.5%	$11.9M
NTRNutrien Ltd	1.3%	—	187,427	—	$11.8M
RLRalph Lauren Corp	1.2%	—	26,720	—	$10.7M
BOOTBoot Barn Hldgs Inc	1.1%	—	63,205	—	$10.4M
TTWOTake-Two Interactive Softwar	1.1%	2.4%	40,531	-51.8%	$10.1M
MUMicron Technology Inc	1.1%	—	8,505	—	$9.8M
ANETArista Networks Inc	1.0%	—	56,997	—	$9.7M
CECelanese Corp Del	1.0%	—	205,203	—	$9.4M
EATBrinker International	1.0%	1.6%	54,872	-27.8%	$9.2M
SNDKSandisk Corp	0.9%	—	3,750	—	$8.5M
WMTWalmart Inc	0.9%	—	75,019	—	$8.5M
BBYBest Buy Inc	0.9%	—	106,893	—	$8.1M
FIVEFive Below Inc	0.8%	1.5%	42,781	-3.8%	$7.7M
NOWServicenow Inc	0.8%	—	77,253	—	$7.7M
VRTVertiv Holdings Co	0.8%	—	22,871	—	$7.7M
TAt&t Inc	0.8%	—	353,680	—	$7.3M
AEOAmerican Eagle Outfitters in	0.8%	—	409,393	—	$7.0M
BURLBurlington Stores	0.7%	1.9%	21,166	-48.1%	$6.7M
JBLJabil Inc	0.7%	—	16,381	—	$6.3M

What Night Squared LP bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +6.3% /yr; S&P 500 +11.7%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$930.4M	69
Q1 2026	$680.7M	72
Q4 2025	$354.8M	65
Q3 2025	$277.1M	54
Q2 2025	$224.4M	54
Q1 2025	$169.1M	44

Questions about Night Squared LP's portfolio

What stocks does Night Squared LP own?

Night Squared LP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 69 positions worth $930.4M. The largest are Republic Svcs Inc (RSG) at 5.8%, Church & Dwight Co Inc (CHD) at 3.7%, Philip Morris Intl Inc (PM) at 3.5%, Ecolab Inc (ECL) at 3.4% and Keurig Dr Pepper Inc (KDP) at 3.2%.

What did Night Squared LP buy last quarter?

In Q2 2026, Night Squared LP added Church & Dwight Co Inc (CHD) (+128.1% shares), Parker-Hannifin Corp (PH) (+111.3% shares) and Ferguson Enterprises Inc Common Stock Ne (FERG) (+64.6% shares), compared with its Q1 2026 filing.

What did Night Squared LP sell last quarter?

In Q2 2026, Night Squared LP cut from its top 50 Taiwan Semiconductor Manufac (TSM), cut from its top 50 Sherwin Williams Co (SHW), cut from its top 50 Nvidia Corporation (NVDA), cut from its top 50 Ww Grainger Inc (GWW), cut from its top 50 Altria Group Inc (MO), Take-Two Interactive Softwar (TTWO) (-51.8% shares), Burlington Stores (BURL) (-48.1% shares) and Seagate Technology Hldngs Pl (STX) (-35.0% shares), compared with its Q1 2026 filing.

When is Night Squared LP's next 13F filing due?

13F filings are due 45 days after each quarter ends. Night Squared LP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Night Squared LP manage?

Night Squared LP reported $976.1M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $930.4M.