Night Squared Lp Top Holdings and 13F Report (2026) About Night Squared LpInvestment ActivityNight Squared Lp has $930.41 million in total holdings as of June 30, 2026.Night Squared Lp owns shares of 69 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 67.80% of the portfolio was purchased this quarter.About 49.94% of the portfolio was sold this quarter.This quarter, Night Squared Lp has purchased 72 new stocks and bought additional shares in 15 stocks.Night Squared Lp sold shares of 17 stocks and completely divested from 40 stocks this quarter.Largest Holdings Republic Services $53,822,516Church & Dwight $34,367,211Philip Morris International $32,110,259Ecolab $31,720,584Keurig Dr Pepper $29,814,182 Largest New Holdings this Quarter 760759100 - Republic Services $53,822,516 Holding718172109 - Philip Morris International $32,110,259 Holding278865100 - Ecolab $31,720,584 Holding49271V100 - Keurig Dr Pepper $29,814,182 Holding21036P108 - Constellation Brands $29,762,478 Holding Largest Purchases this Quarter Republic Services 252,593 shares (about $53.82M)Philip Morris International 177,493 shares (about $32.11M)Ecolab 113,853 shares (about $31.72M)Keurig Dr Pepper 910,913 shares (about $29.81M)Constellation Brands 213,980 shares (about $29.76M) Largest Sales this Quarter Applied Materials 39,677 shares (about $28.69M)Take-Two Interactive Software 43,478 shares (about $10.87M)Seagate Technology 9,466 shares (about $9.13M)DOORDASH INC 35,523 shares (about $6.56M)Burlington Stores 19,605 shares (about $6.21M) Sector Allocation Over TimeMap of 500 Largest Holdings ofNight Squared Lp Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSGRepublic Services$53,822,516$53,822,516 ▲New Holding252,5935.8%IndustrialsCHDChurch & Dwight$34,367,211$19,298,593 ▲128.1%354,7403.7%Consumer StaplesPMPhilip Morris International$32,110,259$32,110,259 ▲New Holding177,4933.5%Consumer StaplesECLEcolab$31,720,584$31,720,584 ▲New Holding113,8533.4%MaterialsKDPKeurig Dr Pepper$29,814,182$29,814,182 ▲New Holding910,9133.2%Consumer StaplesSTZConstellation Brands$29,762,478$29,762,478 ▲New Holding213,9803.2%Consumer StaplesFASTFastenal$27,132,003$27,132,003 ▲New Holding564,8972.9%IndustrialsFERGUSON ENTERPRISES INC$25,816,520$10,133,991 ▲64.6%108,7792.8%COMMON STOCK NEWKHCKraft Heinz$24,946,145$24,946,145 ▲New Holding1,056,1452.7%Consumer StaplesPHParker-Hannifin$24,781,648$13,053,989 ▲111.3%25,3362.7%IndustrialsASMLASML$23,712,135$23,712,135 ▲New Holding11,9192.5%TechnologyADIAnalog Devices$22,430,176$5,724,014 ▼-20.3%56,4752.4%TechnologyTXNTexas Instruments$21,444,050$21,444,050 ▲New Holding71,9432.3%TechnologyCATCaterpillar$20,988,114$100,101 ▲0.5%19,7092.3%IndustrialsSTMSTMicroelectronics$19,256,241$19,256,241 ▲New Holding257,1272.1%TechnologyAMZNAmazon.com$19,157,293$2,323,338 ▼-10.8%80,3782.1%Consumer DiscretionaryETNEaton$18,879,247$18,879,247 ▲New Holding44,3052.0%IndustrialsITBiShares U.S. Home Construction ETF$18,877,864$6,021,078 ▲46.8%180,6842.0%ETFPPGPPG Industries$18,277,675$18,277,675 ▲New Holding150,6942.0%MaterialsBWXTBWX Technologies$17,914,613$17,914,613 ▲New Holding92,0351.9%IndustrialsPCARPACCAR$17,688,751$5,105,460 ▲40.6%147,2591.9%IndustrialsWDCWestern Digital$17,344,442$6,944,803 ▲66.8%27,1551.9%TechnologySTXSeagate Technology$16,956,015$9,134,690 ▼-35.0%17,5711.8%TechnologyHLNHaleon$16,108,758$16,108,758 ▲New Holding1,726,5551.7%Consumer StaplesBTIBritish American Tobacco$15,767,390$15,767,390 ▲New Holding255,3011.7%Consumer StaplesCARRCarrier Global$14,346,967$14,346,967 ▲New Holding195,5961.5%IndustrialsTAPMolson Coors Beverage$14,193,518$14,193,518 ▲New Holding364,3101.5%Consumer StaplesDOORDASH INC$13,762,801$6,555,059 ▼-32.3%74,5831.5%CL ATOSTToast$13,275,454$1,526,650 ▼-10.3%477,1911.4%FinanceMETAMeta Platforms$12,851,461$699,606 ▲5.8%22,8151.4%Communication ServicesFIXComfort Systems USA$12,488,267$1,785,737 ▲16.7%6,3011.3%IndustrialsSPOTSpotify Technology$11,880,448$3,072,039 ▼-20.5%25,8761.3%Communication ServicesNTRNutrien$11,798,530$11,798,530 ▲New Holding187,4271.3%MaterialsRLRalph Lauren$10,725,675$10,725,675 ▲New Holding26,7201.2%Consumer DiscretionaryBOOTBoot Barn$10,382,685$10,382,685 ▲New Holding63,2051.1%Consumer DiscretionaryTTWOTake-Two Interactive Software$10,131,939$10,868,630 ▼-51.8%40,5311.1%Communication ServicesMUMicron Technology$9,817,236$9,817,236 ▲New Holding8,5051.1%TechnologyARISTA NETWORKS INC$9,682,650$7,108,628 ▲276.2%56,9971.0%COM SHSCECelanese$9,439,338$9,439,338 ▲New Holding205,2031.0%MaterialsEATBrinker International$9,218,496$3,554,544 ▼-27.8%54,8721.0%Consumer DiscretionarySANDISK CORP$8,526,488$993,620 ▼-10.4%3,7500.9%COMWALMART INC$8,496,652$4,829,746 ▲131.7%75,0190.9%COMBBYBest Buy$8,111,041$8,111,041 ▲New Holding106,8930.9%Consumer DiscretionaryFIVEFive Below$7,691,596$299,890 ▼-3.8%42,7810.8%Consumer DiscretionaryNOWServiceNow$7,669,678$7,669,678 ▲New Holding77,2530.8%TechnologyVRTVertiv$7,657,668$7,657,668 ▲New Holding22,8710.8%IndustrialsTAT&T$7,321,176$7,321,176 ▲New Holding353,6800.8%Communication ServicesAEOAmerican Eagle Outfitters$7,041,560$7,041,560 ▲New Holding409,3930.8%Consumer DiscretionaryBURLBurlington Stores$6,705,389$6,210,864 ▼-48.1%21,1660.7%Consumer DiscretionaryJBLJabil$6,314,548$6,314,548 ▲New Holding16,3810.7%TechnologyAMDAdvanced Micro Devices$6,177,397$6,177,397 ▲New Holding10,6340.7%TechnologyTMUST-Mobile US$5,817,547$5,817,547 ▲New Holding34,6840.6%Communication ServicesTEAMAtlassian$5,689,249$5,689,249 ▲New Holding73,1360.6%TechnologyWINGWingstop$5,436,404$5,436,404 ▲New Holding31,3500.6%Consumer DiscretionaryLAM RESEARCH CORP$5,186,960$5,904,988 ▼-53.2%11,9700.6%COM NEWIBMInternational Business Machines$5,175,951$5,175,951 ▲New Holding18,4060.6%TechnologyWWayfair$4,979,497$4,979,497 ▲New Holding53,8790.5%Consumer DiscretionaryMANHManhattan Associates$4,819,025$1,521,306 ▲46.1%34,6070.5%TechnologyWDAYWorkday$4,786,010$3,439,145 ▲255.3%39,0950.5%TechnologySKYChampion Homes$4,226,676$2,943,296 ▼-41.1%47,9650.5%Consumer DiscretionaryTGTTarget$3,984,258$1,571,761 ▼-28.3%30,5050.4%Consumer StaplesHLTHilton Worldwide$3,946,684$1,242,860 ▼-23.9%11,9430.4%Consumer DiscretionaryAMATApplied Materials$3,920,829$28,686,471 ▼-88.0%5,4230.4%TechnologyLSCCLattice Semiconductor$3,551,425$1,450,673 ▲69.1%23,2180.4%TechnologySNOWSnowflake$3,354,310$3,354,310 ▲New Holding13,1800.4%TechnologyCRDOCredo Technology Group$3,279,989$3,279,989 ▲New Holding12,0610.4%TechnologyREDDIT INC$3,075,664$1,205,513 ▲64.5%17,7190.3%CL AWSMWilliams-Sonoma$2,696,967$2,696,967 ▲New Holding11,5700.3%Consumer DiscretionaryKLAVIYO INC$1,700,079$1,881,898 ▼-52.5%112,5880.2%COM SER ATSMTaiwan Semiconductor Manufacturing$0$21,958,977 ▼-100.0%00.0%TechnologySHWSherwin-Williams$0$20,630,919 ▼-100.0%00.0%MaterialsNVDANVIDIA$0$18,222,358 ▼-100.0%00.0%TechnologyGWWW.W. Grainger$0$18,181,621 ▼-100.0%00.0%IndustrialsMOAltria Group$0$17,723,990 ▼-100.0%00.0%Consumer StaplesAPDAir Products and Chemicals$0$17,298,680 ▼-100.0%00.0%MaterialsSJMJ. M. Smucker$0$16,200,570 ▼-100.0%00.0%Consumer StaplesMPWRMonolithic Power Systems$0$15,954,163 ▼-100.0%00.0%TechnologyTTTrane Technologies$0$15,849,456 ▼-100.0%00.0%IndustrialsPEPPepsiCo$0$15,394,829 ▼-100.0%00.0%Consumer StaplesDDOGDatadog$0$13,910,068 ▼-100.0%00.0%TechnologySOLSTICE ADVANCED MATLS INC$0$12,916,355 ▼-100.0%00.0%COM SHSVMCVulcan Materials$0$12,460,448 ▼-100.0%00.0%MaterialsMDLZMondelez International$0$11,783,230 ▼-100.0%00.0%Consumer StaplesQSRRestaurant Brands International$0$10,823,690 ▼-100.0%00.0%Consumer DiscretionaryCTVACorteva$0$10,420,807 ▼-100.0%00.0%MaterialsBALLBall$0$10,042,848 ▼-100.0%00.0%MaterialsMNSTMonster Beverage$0$8,942,723 ▼-100.0%00.0%Consumer StaplesKIMBERLY-CLARK CORP$0$8,743,655 ▼-100.0%00.0%COMULTAUlta Beauty$0$8,064,893 ▼-100.0%00.0%Consumer DiscretionaryLITELumentum$0$7,504,071 ▼-100.0%00.0%TechnologyXYLXylem$0$7,357,974 ▼-100.0%00.0%IndustrialsGLWCorning$0$7,335,038 ▼-100.0%00.0%TechnologyCAVACAVA Group$0$7,169,034 ▼-100.0%00.0%Consumer DiscretionaryDOWDOW$0$7,119,193 ▼-100.0%00.0%MaterialsPANWPalo Alto Networks$0$6,467,790 ▼-100.0%00.0%TechnologyNXPINXP Semiconductors$0$5,633,543 ▼-100.0%00.0%TechnologyNFLXNetflix$0$5,283,635 ▼-100.0%00.0%Communication ServicesTTEKTetra Tech$0$5,263,109 ▼-100.0%00.0%IndustrialsSFMSprouts Farmers Market$0$3,999,962 ▼-100.0%00.0%Consumer StaplesHHyatt Hotels$0$3,844,082 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. 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