NIGHT SQUARED LP
NIGHT SQUARED LP runs NIGHT SQUARED LP and currently holds 69 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $930.41M. Their top holdings are RSG, CHD, PM, ECL, KDP. The top five represent 19.5% of reported portfolio weight. NIGHT SQUARED LP ranks #829 out of 1000 investors tracked by Alpha Score. In the most recent quarter, NIGHT SQUARED LP initiated 31 new positions. They added to 21 existing positions. They trimmed 17 positions. Their current best-performing preview position is SNDK with returns of +257.88%.
69 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
RSG REPUBLIC SVCS INC | 5.78% | $213.08 | $220.66 | +3.56% | New Buy |
CHD CHURCH & DWIGHT CO INC | 3.69% | $95.32 | $98.80 | +3.65% | Added +128.07% |
PM PHILIP MORRIS INTL INC | 3.45% | $180.91 | $188.29 | +4.08% | Added +100.00% |
ECL ECOLAB INC | 3.41% | $278.61 | $281.64 | +1.09% | New Buy |
KDP KEURIG DR PEPPER INC | 3.20% | $32.73 | $32.04 | -2.11% | New Buy |
STZ CONSTELLATION BRANDS INC | 3.20% | $139.09 | $135.66 | -2.47% | New Buy |
FAST FASTENAL CO | 2.92% | $48.03 | $51.26 | +6.72% | New Buy |
FERG FERGUSON ENTERPRISES INC | 2.77% | $234.86 | $242.26 | +3.15% | Added +64.62% |
KHC KRAFT HEINZ CO | 2.68% | $23.62 | $25.58 | +8.30% | New Buy |
PH PARKER-HANNIFIN CORP | 2.66% | $938.90 | $1,002.55 | +6.78% | Added +111.31% |
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