Shift4 Payments Inc. CL A (FOUR)
| Sector: | Information Technology |
| |
| Super Investor Stats: | |
| Ownership count: | 2 |
| Ownership rank: | 481 |
| % of all portfolios: | 0.039% |
| Hold Price * : | $43.73 |
| History |
Portfolio Manager |
Activity |
Share change |
% change to portfolio ▼ |
| Q1 2026 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Sell 100.00% |
1,148,861 |
13.62 |
| ≡ |
Bill Miller - Miller Value Partners |
Buy |
30,035 |
0.34 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Reduce 6.68% |
441,176 |
0.20 |
| Q4 2025 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 8.19% |
102,513 |
1.22 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Add 17.43% |
980,485 |
0.58 |
| Q3 2025 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Add 60.70% |
472,652 |
5.44 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Reduce 15.59% |
1,038,959 |
0.60 |
| Q2 2025 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 13.37% |
120,152 |
1.50 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Add 12.60% |
745,650 |
0.56 |
| Q1 2025 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 7.31% |
70,874 |
0.80 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Add 15.38% |
788,952 |
0.58 |
| Q4 2024 |
| ≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
150,000 |
16.00 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 26.53% |
350,131 |
4.81 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Reduce 15.90% |
970,122 |
0.82 |
| Q3 2024 |
| ≡ |
Michael Burry - Scion Asset Management |
Add 50.00% |
50,000 |
5.33 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 5.89% |
82,554 |
0.92 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Add 22.78% |
1,132,008 |
0.73 |
| Q2 2024 |
| ≡ |
Michael Burry - Scion Asset Management |
Buy |
100,000 |
13.97 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Reduce 12.15% |
193,988 |
2.05 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Add 4.20% |
200,148 |
0.12 |
| Q1 2024 |
| ≡ |
Dennis Hong - ShawSpring Partners |
Buy |
1,596,421 |
13.55 |
| Q4 2023 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Add 14.43% |
601,419 |
0.35 |
| Q3 2023 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Add 12.86% |
474,794 |
0.24 |
| Q2 2023 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Reduce 13.95% |
598,378 |
0.36 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.