Night Squared LP
CIK 2058786
13F filing for Q2 2026・No. 2,693
- Holdings
- US$930.41M
- Quarter change
- +US$249.74M
- Entries
- 69
- Net bought (estimate)
- +US$171.71M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 37
- Sold out 40
- Cut 17
- Added 15
- Corporate actions 0
- Unchanged 0
Largest holdings
69 stocks worth US$930.41M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| RSGREPUBLIC SVCS INCCOM | New | 252,593 | US$53.82M | 5.78% |
| CHDCHURCH & DWIGHT CO INCCOM | Added | 354,740 | US$34.37M | 3.69% |
| PMPHILIP MORRIS INTL INCCOM | New | 177,493 | US$32.11M | 3.45% |
| ECLECOLAB INCCOM | New | 113,853 | US$31.72M | 3.41% |
| KDPKEURIG DR PEPPER INCCOM | New | 910,913 | US$29.81M | 3.20% |
| STZCONSTELLATION BRANDS INCCL A | New | 213,980 | US$29.76M | 3.20% |
| FASTFASTENAL COCOM | New | 564,897 | US$27.13M | 2.92% |
| FERGFERGUSON ENTERPRISES INCCOMMON STOCK NEW | Added | 108,779 | US$25.82M | 2.77% |
| KHCKRAFT HEINZ COCOM | New | 1,056,145 | US$24.95M | 2.68% |
| PHPARKER-HANNIFIN CORPCOM | Added | 25,336 | US$24.78M | 2.66% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.