Night Squared
Night Squared reported 69 stocks worth $930M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RSG (5.8%), CHD (3.7%) and PM (3.5%). Compared with Q1 2026, the fund opened new positions in RSG, PM and ECL, added to CHD, FERG and PH, trimmed ADI, AMZN and STX and sold out of TSM, SHW and NVDA.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  RSG Republic Svcs Inc | $53.8M | 5.8% | 253K | New position | 1 of 6 | |
| 2 |  CHD CHURCH & DWIGHT CO INC | $34.4M | 3.7% | 355K | +199K (+128%) | 2 of 6 | |
| 3 |  PM Philip Morris Intl Inc | $32.1M | 3.5% | 177K | New position | 3 of 6 | |
| 4 |  ECL Ecolab Inc | $31.7M | 3.4% | 114K | New position | 4 of 6 | |
| 5 |  KDP Keurig DR Pepper Inc | $29.8M | 3.2% | 911K | New position | 1 of 6 | |
| 6 |  STZ Constellation Brands Incclass Class A | $29.8M | 3.2% | 214K | New position | 1 of 6 | |
| 7 |  FAST Fastenal Co | $27.1M | 2.9% | 565K | New position | 1 of 6 | |
| 8 |  FERG Ferguson Enterprises Inc | $25.8M | 2.8% | 109K | +43K (+65%) | 2 of 6 | |
| 9 |  KHC Kraft Heinz Co | $24.9M | 2.7% | 1.1M | New position | 2 of 6 | |
| 10 |  PH Parker Hannifin Corp | $24.8M | 2.7% | 25K | +13K (+111%) | 2 of 6 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 TSM Taiwan Semiconductor Mfg Ltd | $22M | 65K |
 SHW Sherwin-Williams Co | $20.6M | 64K |
 NVDA Nvidia Corporation | $18.2M | 104K |
 GWW Grainger W W Inc | $18.2M | 17K |
 MO Altria Group Inc | $17.7M | 269K |
🔒 Free account: see all 30.
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Night Squared 13F FAQ
What does Night Squared own?
Night Squared reported 69 stocks worth $930M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are RSG (5.8%), CHD (3.7%) and PM (3.5%). The table above lists every position in the filing (the top 10 without an account).
What did Night Squared buy and sell in Q2 2026?
Compared with Q1 2026: 37 new positions, 15 added to, 17 trimmed and 40 sold out. New positions include RSG, PM and ECL. It sold all of TSM, SHW and NVDA.
When will Night Squared file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Night Squared's portfolio worth?
The Q2 2026 filing reports $930M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.