Investor
Night Squared LP
CIK 0002058786 · filed 2026-02-17 · SEC filing
13F book
$354.8M
Positions
65
Largest name
3.8%
Waste Mgmt Inc Del
Est. mark
—
Need a prior quarter to estimate
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Waste Mgmt Inc Del | — | 61.2K | $13.5M | 3.8% | — | Held |
| Philip Morris Intl Inc | — | 83.5K | $13.4M | 3.8% | — | Held |
| Coca Cola Co | KO | 178.2K | $12.5M | 3.5% | — | Held |
| Smucker J M Co | — | 97.4K | $9.53M | 2.7% | — | Held |
| Clorox Co Del | — | 94K | $9.47M | 2.7% | — | Held |
| British Amern Tob Plc | — | 166K | $9.4M | 2.6% | — | Held |
| Ulta Beauty, Inc. | ULTA | 14.5K | $8.78M | 2.5% | — | Held |
| Dover Corp | DOV | 43.7K | $8.54M | 2.4% | — | Held |
| Analog Devices Inc | ADI | 31K | $8.41M | 2.4% | — | Held |
| Avery Dennison Corp | AVY | 46K | $8.37M | 2.4% | — | Held |
| Applied Matls Inc | — | 31.6K | $8.11M | 2.3% | — | Held |
| Mccormick & Co Inc | — | 118K | $8.04M | 2.3% | — | Held |
| Procter And Gamble Co | PG | 55.7K | $7.99M | 2.3% | — | Held |
| Ishares Tr | — | 81.1K | $7.81M | 2.2% | — | Held |
| Hyatt Hotels Corp | H | 48.7K | $7.8M | 2.2% | — | Held |
| Amazon Com Inc | AMZN | 32.6K | $7.53M | 2.1% | — | Held |
| Ametek Inc/ | AME | 35.9K | $7.36M | 2.1% | — | Held |
| Corteva, Inc. | CTVA | 109.8K | $7.36M | 2.1% | — | Held |
| Taiwan Semiconductor Mfg Ltd | — | 23.6K | $7.16M | 2.0% | — | Held |
| Oreilly Automotive Inc | — | 76K | $6.93M | 2.0% | — | Held |
| Coca-Cola Europacific Partne | — | 76.4K | $6.93M | 2.0% | — | Held |
| Nvent Electric Plc | NVT | 67.2K | $6.85M | 1.9% | — | Held |
| NXP Semiconductors N.V. | NXPI | 30.9K | $6.71M | 1.9% | — | Held |
| Wynn Resorts Ltd | WYNN | 55.5K | $6.68M | 1.9% | — | Held |
| Brinker Intl Inc | — | 46.3K | $6.64M | 1.9% | — | Held |
| Te Connectivity Plc | TEL | 28.9K | $6.57M | 1.9% | — | Held |
| Woodward, Inc. | WWD | 21.5K | $6.51M | 1.8% | — | Held |
| The Realreal Inc | — | 403.3K | $6.36M | 1.8% | — | Held |
| Xylem Inc. | XYL | 45.3K | $6.17M | 1.7% | — | Held |
| Celsius Hldgs Inc | — | 133.7K | $6.12M | 1.7% | — | Held |
| Toast, Inc. | TOST | 156.3K | $5.55M | 1.6% | — | Held |
| Victorias Secret And Co | — | 99.2K | $5.38M | 1.5% | — | Held |
| Rockwell Automation, Inc | ROK | 13.3K | $5.17M | 1.5% | — | Held |
| Vulcan Matls Co | — | 17.7K | $5.04M | 1.4% | — | Held |
| Royal Caribbean Group | — | 18K | $5.03M | 1.4% | — | Held |
| Palo Alto Networks Inc | PANW | 27.1K | $5M | 1.4% | — | Held |
| Klaviyo, Inc. | KVYO | 136.2K | $4.42M | 1.2% | — | Held |
| Champion Homes, Inc. | SKY | 50K | $4.23M | 1.2% | — | Held |
| Wayfair Inc. | W | 42.1K | $4.22M | 1.2% | — | Held |
| Ross Stores, Inc. | ROST | 22.2K | $3.99M | 1.1% | — | Held |
| Mcdonalds Corp | MCD | 12.8K | $3.92M | 1.1% | — | Held |
| Meta Platforms, Inc. | META | 5.78K | $3.82M | 1.1% | — | Held |
| DoorDash, Inc. | DASH | 16.4K | $3.72M | 1.1% | — | Held |
| Workday, Inc. | WDAY | 16.8K | $3.62M | 1.0% | — | Held |
| Amphenol Corp New | — | 26.5K | $3.59M | 1.0% | — | Held |
| Vertiv Holdings Co | VRT | 22K | $3.57M | 1.0% | — | Held |
| Broadcom Inc. | AVGO | 8.73K | $3.02M | 0.9% | — | Held |
| Fortune Brands Innovations I | — | 60.4K | $3.02M | 0.9% | — | Held |
| Albemarle Corp | — | 21.1K | $2.99M | 0.8% | — | Held |
| Western Digital Corp | WDC | 17K | $2.93M | 0.8% | — | Held |
| Spotify Technology S.A. | SPOT | 4.81K | $2.79M | 0.8% | — | Held |
| Las Vegas Sands Corp | LVS | 38.4K | $2.5M | 0.7% | — | Held |
| Shopify Inc. | SHOP | 15.4K | $2.48M | 0.7% | — | Held |
| Monolithic Pwr Sys Inc | — | 2.71K | $2.45M | 0.7% | — | Held |
| Tetra Tech Inc New | — | 72.8K | $2.44M | 0.7% | — | Held |
| Lam Research Corp | LRCX | 13.1K | $2.24M | 0.6% | — | Held |
| Nvidia Corp | NVDA | 11.5K | $2.14M | 0.6% | — | Held |
| Alphabet Inc | — | 6.73K | $2.11M | 0.6% | — | Held |
| Micron Technology Inc | MU | 7.1K | $2.03M | 0.6% | — | Held |
| Chipotle Mexican Grill Inc | CMG | 53.5K | $1.98M | 0.6% | — | Held |
| Hubbell Inc | HUBB | 4.4K | $1.95M | 0.5% | — | Held |
| Netflix Inc | NFLX | 14.1K | $1.32M | 0.4% | — | Held |
| American Eagle Outfitters In | — | 38K | $1M | 0.3% | — | Held |
| Sally Beauty Hldgs Inc | — | 66K | $941.6K | 0.3% | — | Held |
| Manhattan Associates Inc | MANH | 4.34K | $753K | 0.2% | — | Held |
Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.