NIGHT SQUARED LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AXTA | 186K | $5.33M |
 | GIS | 178K | $8.98M |
 | KVYO | 167K | $4.63M |
 | ONON | 158K | $6.67M |
 | CELH | 139K | $7.99M |
 | MNST | 137K | $9.20M |
 | TOST | 136K | $4.96M |
 | COCO | 122K | $5.19M |
 | CCL | 121K | $3.49M |
 | UTZ | 83K | $1.01M |
 | TREX | 70K | $3.61M |
 | PFGC | 65K | $6.76M |
 | KMB | 65K | $8.06M |
 | W | 60K | $5.40M |
 | ORLY | 57K | $6.14M |
 | NVT | 56K | $5.48M |
 | AMZN | 50K | $11.02M |
 | WYNN | 50K | $6.37M |
 | XYL | 40K | $5.94M |
 | WMT | 39K | $3.98M |
Axalta Coating Systems Ltd.
AXTA
Shares Held
186K
Value
$5.33M
General Mills, Inc.
GIS
Shares Held
178K
Value
$8.98M
Klaviyo, Inc.
KVYO
Shares Held
167K
Value
$4.63M
On Holding AG
ONON
Shares Held
158K
Value
$6.67M
Celsius Holdings, Inc.
CELH
Shares Held
139K
Value
$7.99M
Monster Beverage Corporation
MNST
Shares Held
137K
Value
$9.20M
Toast, Inc.
TOST
Shares Held
136K
Value
$4.96M
The Vita Coco Company, Inc.
COCO
Shares Held
122K
Value
$5.19M
Carnival Corporation & plc
CCL
Shares Held
121K
Value
$3.49M
Utz Brands, Inc.
UTZ
Shares Held
83K
Value
$1.01M
Trex Company, Inc.
TREX
Shares Held
70K
Value
$3.61M
Performance Food Group Company
PFGC
Shares Held
65K
Value
$6.76M
Kimberly-Clark Corporation
KMB
Shares Held
65K
Value
$8.06M
Wayfair Inc.
W
Shares Held
60K
Value
$5.40M
O'Reilly Automotive, Inc.
ORLY
Shares Held
57K
Value
$6.14M
nVent Electric plc
NVT
Shares Held
56K
Value
$5.48M
Amazon.com, Inc.
AMZN
Shares Held
50K
Value
$11.02M
Wynn Resorts, Limited
WYNN
Shares Held
50K
Value
$6.37M
Xylem Inc.
XYL
Shares Held
40K
Value
$5.94M
Walmart Inc.
WMT
Shares Held
39K
Value
$3.98M