account_balance
Investment manager · 13F filer · SEC CIK 2058786
Night Squared LP
Reported value$930Mas of Jun 30, 2026
Positions69 37 new, 40 sold out
Top 10 weight33.8%RSG alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
RSGRepublic Services, Inc.
5.8%New
CHDChurch & Dwight Co Inc
3.7%Added +128%
PMPhilip Morris International Inc.
3.5%New
ECLEcolab Inc.
3.4%New
KDPKeurig Dr Pepper Inc.
3.2%New
STZConstellation Brands, Inc.
3.2%New
FASTFastenal Co
2.9%New
FERGFerguson Enterprises Inc.
2.8%Added +65%
KHCKraft Heinz Co
2.7%New
PHParker-Hannifin Corp
2.7%Added +111%
ASMLASML Holding NV
2.5%New
ADIAnalog Devices Inc
2.4%Trimmed −20%
RSGRepublic Services, Inc.
5.8%New
CHDChurch & Dwight Co Inc
3.7%
PMPhilip Morris International Inc.
3.5%
ECLEcolab Inc.
3.4%New
KDPKeurig Dr Pepper Inc.
3.2%New
STZConstellation Brands, Inc.
3.2%New
FASTFastenal Co
2.9%
FERGFerguson Enterprises Inc.
2.8%
KHCKraft Heinz Co
2.7%
PHParker-Hannifin Corp
2.7%
ASMLASML Holding NV
2.5%
ADIAnalog Devices Inc
2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
RSG Republic Services, Inc. 5.8% NewCHD Church & Dwight Co Inc 3.7% Added +128%PM Philip Morris International Inc. 3.5% NewECL Ecolab Inc. 3.4% NewKDP Keurig Dr Pepper Inc. 3.2% NewSTZ Constellation Brands, Inc. 3.2% NewFAST Fastenal Co 2.9% NewFERG Ferguson Enterprises Inc. 2.8% Added +65%KHC Kraft Heinz Co 2.7% NewPH Parker-Hannifin Corp 2.7% Added +111%ASML ASML Holding NV 2.5% NewADI Analog Devices Inc 2.4% Trimmed −20%
What changed
Biggest moves since Mar 31, 2026
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