Night Squared LP: 13F holdings
CIK 20587862026Q2
| Positions | 69 |
|---|---|
| Reported value | $930.4m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| RSG REPUBLIC SVCS INC | 252,593 | $53.8m | 5.8% |
| CHD CHURCH & DWIGHT CO INC | 354,740 | $34.4m | 3.7% |
| PM PHILIP MORRIS INTL INC | 177,493 | $32.1m | 3.5% |
| ECL ECOLAB INC | 113,853 | $31.7m | 3.4% |
| KDP KEURIG DR PEPPER INC | 910,913 | $29.8m | 3.2% |
| STZ CONSTELLATION BRANDS INC | 213,980 | $29.8m | 3.2% |
| FAST FASTENAL CO | 564,897 | $27.1m | 2.9% |
| FERG FERGUSON ENTERPRISES INC | 108,779 | $25.8m | 2.8% |
| KHC KRAFT HEINZ CO | 1,056,145 | $24.9m | 2.7% |
| PH PARKER-HANNIFIN CORP | 25,336 | $24.8m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2058786")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.