Night Squared LP
- SEC CIK
- 0002058786
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 65
- +11 vs. Q3 2025
- Portfolio value
- $354.8M
- +$77.7M (+28.0%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| WMWaste Management Inc | Stock | 61,220 | $13.5M | 3.8% | +23,366+61.7% | Added | History |
| PMPhilip Morris International Inc. | Stock | 83,497 | $13.4M | 3.8% | +83,497 | New | History |
| KOCoca Cola Co | Stock | 178,233 | $12.5M | 3.5% | +178,233 | New | History |
| SJMJ M SMUCKER Co | Stock | 97,418 | $9.53M | 2.7% | +97,418 | New | History |
| CLXClorox Co | Stock | 93,958 | $9.47M | 2.7% | +93,958 | New | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 165,951 | $9.40M | 2.6% | +165,951 | New | History |
| ULTAUlta Beauty, Inc. | Stock | 14,506 | $8.78M | 2.5% | −4,233−22.6% | Reduced | History |
| DOVDOVER Corp | COM | 43,743 | $8.54M | 2.4% | +43,743 | New | History |
| ADIAnalog Devices Inc | Stock | 31,011 | $8.41M | 2.4% | +31,011 | New | History |
| AVYAvery Dennison Corp | COM | 46,029 | $8.37M | 2.4% | +46,029 | New | History |
| AMATApplied Materials Inc | Stock | 31,550 | $8.11M | 2.3% | +6,035+23.7% | Added | History |
| MKCMcCormick & Co Inc | Stock | 117,999 | $8.04M | 2.3% | +117,999 | New | History |
| PGProcter & Gamble Co | Stock | 55,744 | $7.99M | 2.3% | +55,744 | New | History |
| iShares Tr464288752 | US HOME CONS ETF | 81,123 | $7.81M | 2.2% | +21,993+37.2% | Added | – |
| HHyatt Hotels Corp | COM CL A | 48,676 | $7.80M | 2.2% | +19,905+69.2% | Added | History |
| AMZNAmazon Com Inc | Stock | 32,634 | $7.53M | 2.1% | −17,550−35.0% | Reduced | History |
| AMEAmetek Inc | COM | 35,858 | $7.36M | 2.1% | +35,858 | New | History |
| CTVACorteva, Inc. | Stock | 109,808 | $7.36M | 2.1% | +109,808 | New | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 23,557 | $7.16M | 2.0% | +23,557 | New | History |
| ORLYO Reilly Automotive Inc | Stock | 76,025 | $6.93M | 2.0% | +19,051+33.4% | Added | History |
| CCEPCoca-Cola Europacific Partners plc | SHS | 76,419 | $6.93M | 2.0% | +76,419 | New | History |
| NVTnVent Electric plc | SHS | 67,191 | $6.85M | 1.9% | +11,629+20.9% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 30,917 | $6.71M | 1.9% | +30,917 | New | History |
| WYNNWynn Resorts Ltd | COM | 55,526 | $6.68M | 1.9% | +5,900+11.9% | Added | History |
| EATBrinker International, Inc | Stock | 46,298 | $6.64M | 1.9% | +46,298 | New | History |
| TELTE Connectivity plc | Stock | 28,881 | $6.57M | 1.9% | +28,881 | New | History |
| WWDWoodward, Inc. | COM | 21,526 | $6.51M | 1.8% | +2,671+14.2% | Added | History |
| REALTheRealReal, Inc. | COM | 403,325 | $6.36M | 1.8% | +403,325 | New | History |
| XYLXylem Inc. | COM | 45,325 | $6.17M | 1.7% | +5,080+12.6% | Added | History |
| CELHCelsius Holdings, Inc. | COM NEW | 133,741 | $6.12M | 1.7% | −5,230−3.8% | Reduced | History |
| TOSTToast, Inc. | Stock | 156,326 | $5.55M | 1.6% | +20,577+15.2% | Added | History |
| VSXYVictoria's Secret & Co. | COMMON STOCK | 99,236 | $5.38M | 1.5% | +99,236 | New | History |
| ROKRockwell Automation, Inc | Stock | 13,298 | $5.17M | 1.5% | −1,569−10.6% | Reduced | History |
| VMCVulcan Materials CO | COM | 17,662 | $5.04M | 1.4% | +17,662 | New | History |
| RCLRoyal Caribbean Cruises Ltd | COM | 18,035 | $5.03M | 1.4% | +1,571+9.5% | Added | History |
| PANWPalo Alto Networks Inc | Stock | 27,136 | $5.00M | 1.4% | +7,094+35.4% | Added | History |
| KVYOKlaviyo, Inc. | COM SER A | 136,246 | $4.42M | 1.2% | −31,052−18.6% | Reduced | History |
| SKYChampion Homes, Inc. | Stock | 50,024 | $4.23M | 1.2% | +50,024 | New | History |
| WWayfair Inc. | CL A | 42,067 | $4.22M | 1.2% | −18,349−30.4% | Reduced | History |
| ROSTRoss Stores, Inc. | COM | 22,166 | $3.99M | 1.1% | +724+3.4% | Added | History |
| MCDMcDonalds Corp | Stock | 12,833 | $3.92M | 1.1% | +2,864+28.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 5,782 | $3.82M | 1.1% | −1,499−20.6% | Reduced | History |
| DASHDoorDash, Inc. | Stock | 16,442 | $3.72M | 1.0% | +1,013+6.6% | Added | History |
| WDAYWorkday, Inc. | CL A | 16,841 | $3.62M | 1.0% | +1,841+12.3% | Added | History |
| APHAmphenol Corp | CL A | 26,530 | $3.59M | 1.0% | −1,506−5.4% | Reduced | History |
| VRTVertiv Holdings Co | COM CL A | 22,020 | $3.57M | 1.0% | −6,263−22.1% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 8,734 | $3.02M | 0.9% | +3,629+71.1% | Added | History |
| FBINFortune Brands Innovations, Inc. | COM | 60,358 | $3.02M | 0.9% | +60,358 | New | History |
| ALBAlbemarle Corp | Stock | 21,135 | $2.99M | 0.8% | +21,135 | New | History |
| WDCWestern Digital Corp | COM | 16,989 | $2.93M | 0.8% | −18,435−52.0% | Reduced | History |
| SPOTSpotify Technology S.A. | Stock | 4,810 | $2.79M | 0.8% | +724+17.7% | Added | History |
| LVSLas Vegas Sands Corp | COM | 38,376 | $2.50M | 0.7% | +38,376 | New | History |
| SHOPShopify Inc. | Stock | 15,411 | $2.48M | 0.7% | +15,411 | New | History |
| MPWRMonolithic Power Systems, Inc. | COM | 2,707 | $2.45M | 0.7% | +2,707 | New | History |
| TTEKTetra Tech Inc | COM | 72,833 | $2.44M | 0.7% | +72,833 | New | History |
| LRCXLam Research Corp | Stock | 13,096 | $2.24M | 0.6% | −10,840−45.3% | Reduced | History |
| NVDANVIDIA Corp | Stock | 11,464 | $2.14M | 0.6% | −8,201−41.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 6,729 | $2.11M | 0.6% | +6,729 | New | History |
| MUMicron Technology Inc | Stock | 7,097 | $2.03M | 0.6% | +7,097 | New | History |
| CMGChipotle Mexican Grill Inc | COM | 53,489 | $1.98M | 0.6% | +53,489 | New | History |
| HUBBHubbell Inc | COM | 4,396 | $1.95M | 0.6% | +4,396 | New | History |
| NFLXNetflix Inc | Stock | 14,063 | $1.32M | 0.4% | −54,877−79.6% | ReducedConverted for a 10-for-1 split | History |
| AEOAmerican Eagle Outfitters Inc | COM | 37,965 | $1.00M | 0.3% | +37,965 | New | History |
| SBHSally Beauty Holdings, Inc. | COM | 66,028 | $941.6K | 0.3% | +66,028 | New | History |
| MANHManhattan Associates Inc | Stock | 4,345 | $753.0K | 0.2% | +4,345 | New | History |
Sold out since Q3 2025 (23)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| MNSTMonster Beverage Corp | COM | 136,709 | $9.20M | 3.3% | History |
| GISGeneral Mills Inc | Stock | 178,104 | $8.98M | 3.2% | History |
| MELIMercadolibre Inc | COM | 3,504 | $8.19M | 3.0% | History |
| KMBKimberly Clark Corp | Stock | 64,822 | $8.06M | 2.9% | History |
| MSFTMicrosoft Corp | Stock | 14,834 | $7.68M | 2.8% | History |
| TTTrane Technologies plc | SHS | 17,186 | $7.25M | 2.6% | History |
| ECLEcolab Inc. | Stock | 25,520 | $6.99M | 2.5% | History |
| PKGPackaging Corp of America | Stock | 31,171 | $6.79M | 2.5% | History |
| PFGCPerformance Food Group Co | COM | 64,975 | $6.76M | 2.4% | History |
| ONONOn Holding AG | Stock | 157,502 | $6.67M | 2.4% | History |
| AXTAAxalta Coating Systems Ltd. | COM | 186,325 | $5.33M | 1.9% | History |
| COCOVita Coco Company, Inc. | COM | 122,268 | $5.19M | 1.9% | History |
| WMTWalmart Inc. | Stock | 38,595 | $3.98M | 1.4% | History |
| TREXTrex Co Inc | COM | 69,827 | $3.61M | 1.3% | History |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 120,808 | $3.49M | 1.3% | History |
| VEEVVeeva Systems Inc | Stock | 11,670 | $3.48M | 1.3% | History |
| STXSeagate Technology Holdings plc | ORD SHS | 13,611 | $3.21M | 1.2% | History |
| RRXRegal Rexnord Corp | COM | 18,702 | $2.68M | 1.0% | History |
| ORCLOracle Corp | Stock | 8,866 | $2.49M | 0.9% | History |
| SYYSysco Corp | Stock | 18,199 | $1.50M | 0.5% | History |
| HLTHilton Worldwide Holdings Inc. | COM | 5,556 | $1.44M | 0.5% | History |
| UTZUtz Brands, Inc. | COM CL A | 83,469 | $1.01M | 0.4% | History |
| RDDTReddit, Inc. | Stock | 2,044 | $470.1K | 0.2% | History |