StockDriftsStockDriftsTop 50 Night Squared LP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSG | REPUBLIC SVCS INC | 5.78% | 252.6K | $53.8M | new | $217.38(-0.99%) | 2026-06-30 | |
| CHD | CHURCH & DWIGHT CO INC | 3.69% | 354.7K | $34.4M | +128.07%(+199.20K) | $92.41(+10.41%) | 2026-06-30 | |
| PM | PHILIP MORRIS INTL INC | 3.45% | 177.5K | $32.1M | new | $168.58(+12.06%) | 2026-06-30 | |
| ECL | ECOLAB INC | 3.41% | 113.9K | $31.7M | new | $265.21(+4.17%) | 2026-06-30 | |
| KDP | KEURIG DR PEPPER INC | 3.2% | 910.9K | $29.8M | new | $29.59(+2.08%) | 2026-06-30 | |
| STZ | CONSTELLATION BRANDS INC | 3.2% | 214.0K | $29.8M | new | $145.04(-5.99%) | 2026-06-30 | |
| FAST | FASTENAL CO | 2.92% | 564.9K | $27.1M | new | $46.57(+10.23%) | 2026-06-30 | |
| FERG | FERGUSON ENTERPRISES INC | 2.77% | 108.8K | $25.8M | +64.62%(+42.70K) | $228.94(+8.38%) | 2026-06-30 | |
| KHC | KRAFT HEINZ CO | 2.68% | 1.06M | $24.9M | new | $23.35(+8.68%) | 2026-06-30 | |
| PH | PARKER-HANNIFIN CORP | 2.66% | 25.3K | $24.8M | +111.31%(+13.35K) | $904.33(+17.09%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (5 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +39.08% |
| Top 20 Holdings Unweighted | — | — | — | — | +39.20% |
Night Squared LP reports $930.41M in US-listed equity holdings across 69 positions in its most recent 13F filing. Its largest disclosed positions are RSG (5.8%), CHD (3.7%) and PM (3.5%). The top 20 holdings account for 55.36% of reported assets. Its disclosed equity book has returned +39.08% cumulatively over 5 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Night Squared LP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2058786). View Night Squared LP’s 13F filings on SEC