Night Squared

Night Squared as of June 30, 2026

Portfolio Holdings for Night Squared

Night Squared holds 69 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Republic Services (RSG) 5.8 $54M 253k 213.08
Church & Dwight (CHD) 3.7 $34M 355k 96.88
Philip Morris International (PM) 3.5 $32M 178k 180.91
Ecolab (ECL) 3.4 $32M 114k 278.61
Keurig Dr Pepper (KDP) 3.2 $30M 911k 32.73
Constellation Brands Cl A (STZ) 3.2 $30M 214k 139.09
Fastenal Company (FAST) 2.9 $27M 565k 48.03
Ferguson Enterprises Common Stock New (FERG) 2.8 $26M 109k 237.33
Kraft Heinz (KHC) 2.7 $25M 1.1M 23.62
Parker-Hannifin Corporation (PH) 2.7 $25M 25k 978.12
Asml Hldg Nv N Y Registry Shs (ASML) 2.5 $24M 12k 1989.44
Analog Devices (ADI) 2.4 $22M 57k 397.17
Texas Instruments Incorporated (TXN) 2.3 $21M 72k 298.07
Caterpillar (CAT) 2.3 $21M 20k 1064.90
Stmicroelectronics N V Ny Registry (STM) 2.1 $19M 257k 74.89
Amazon (AMZN) 2.1 $19M 80k 238.34
Eaton Corp SHS (ETN) 2.0 $19M 44k 426.12
Ishares Tr Us Home Cons Etf (ITB) 2.0 $19M 181k 104.48
PPG Industries (PPG) 2.0 $18M 151k 121.29
Bwx Technologies (BWXT) 1.9 $18M 92k 194.65
Paccar (PCAR) 1.9 $18M 147k 120.12
Western Digital (WDC) 1.9 $17M 27k 638.72
Seagate Technology Hldngs Pl Ord Shs (STX) 1.8 $17M 18k 965.00
Haleon Spon Ads (HLN) 1.7 $16M 1.7M 9.33
British Amern Tob Sponsored Adr (BTI) 1.7 $16M 255k 61.76
Carrier Global Corporation (CARR) 1.5 $14M 196k 73.35
Molson Coors Beverage CL B (TAP) 1.5 $14M 364k 38.96
Doordash Cl A (DASH) 1.5 $14M 75k 184.53
Toast Cl A (TOST) 1.4 $13M 477k 27.82
Meta Platforms Cl A (META) 1.4 $13M 23k 563.29
Comfort Systems USA (FIX) 1.3 $13M 6.3k 1981.95
Spotify Technology S A SHS (SPOT) 1.3 $12M 26k 459.13
Nutrien (NTR) 1.3 $12M 187k 62.95
Ralph Lauren Corp Cl A (RL) 1.2 $11M 27k 401.41
Boot Barn Hldgs (BOOT) 1.1 $10M 63k 164.27
Take-Two Interactive Software (TTWO) 1.1 $10M 41k 249.98
Micron Technology (MU) 1.1 $9.8M 8.5k 1154.29
Arista Networks Com Shs (ANET) 1.0 $9.7M 57k 169.88
Celanese Corporation (CE) 1.0 $9.4M 205k 46.00
Brinker International (EAT) 1.0 $9.2M 55k 168.00
Sandisk Corp (SNDK) 0.9 $8.5M 3.8k 2273.73
Wal-Mart Stores (WMT) 0.9 $8.5M 75k 113.26
Best Buy (BBY) 0.9 $8.1M 107k 75.88
Five Below (FIVE) 0.8 $7.7M 43k 179.79
Servicenow (NOW) 0.8 $7.7M 77k 99.28
Vertiv Holdings Com Cl A (VRT) 0.8 $7.7M 23k 334.82
At&t (T) 0.8 $7.3M 354k 20.70
American Eagle Outfitters (AEO) 0.8 $7.0M 409k 17.20
Burlington Stores (BURL) 0.7 $6.7M 21k 316.80
Jabil Circuit (JBL) 0.7 $6.3M 16k 385.48
Advanced Micro Devices (AMD) 0.7 $6.2M 11k 580.91
Metropcs Communications (TMUS) 0.6 $5.8M 35k 167.73
Atlassian Corporation Cl A (TEAM) 0.6 $5.7M 73k 77.79
Wingstop (WING) 0.6 $5.4M 31k 173.41
Lam Research Corp Com New (LRCX) 0.6 $5.2M 12k 433.33
International Business Machines (IBM) 0.6 $5.2M 18k 281.21
Wayfair Cl A (W) 0.5 $5.0M 54k 92.42
Manhattan Associates (MANH) 0.5 $4.8M 35k 139.25
Workday Cl A (WDAY) 0.5 $4.8M 39k 122.42
Skyline Corporation (SKY) 0.5 $4.2M 48k 88.12
Target Corporation (TGT) 0.4 $4.0M 31k 130.61
Hilton Worldwide Holdings (HLT) 0.4 $3.9M 12k 330.46
Applied Materials (AMAT) 0.4 $3.9M 5.4k 723.00
Lattice Semiconductor (LSCC) 0.4 $3.6M 23k 152.96
Snowflake Com Shs (SNOW) 0.4 $3.4M 13k 254.50
Credo Technology Group Holdi Ordinary Shares (CRDO) 0.4 $3.3M 12k 271.95
Reddit Cl A (RDDT) 0.3 $3.1M 18k 173.58
Williams-Sonoma (WSM) 0.3 $2.7M 12k 233.10
Klaviyo Com Ser A (KVYO) 0.2 $1.7M 113k 15.10