Night Squared LP — 13F holdings

Night Squared LP reported 69 holdings worth $930M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. RSG REPUBLIC SVCS INC — $53.8M (5.8%)
2. CHD CHURCH & DWIGHT CO INC — $34.4M (3.7%)
3. PM PHILIP MORRIS INTL INC — $32.1M (3.5%)
4. ECL ECOLAB INC — $31.7M (3.4%)
5. KDP KEURIG DR PEPPER INC — $29.8M (3.2%)
6. STZ CONSTELLATION BRANDS INC — $29.8M (3.2%)
7. FAST FASTENAL CO — $27.1M (2.9%)
8. FERG FERGUSON ENTERPRISES INC — $25.8M (2.8%)
9. KHC KRAFT HEINZ CO — $24.9M (2.7%)
10. PH PARKER-HANNIFIN CORP — $24.8M (2.7%)