SHIFT4 PMTS INC

Ticker: FOUR CUSIP: 82452J109 Class: COM

Note: Option positions (PUT/CALL) are excluded.

New Positions (57)

Increased Positions (126)

Maestria Partners LLC
Value ($000) $32,504 (+12.8%) Shares 516,186 (+38.6%)
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP
Value ($000) $350,852 (-10.6%) Shares 5,571,725 (+9.9%)
University of Illinois Foundation
Value ($000) $11,514 (+28.4%) Shares 182,848 (+57.8%)
Spyglass Capital Management LLC
Value ($000) $106,918 (+11.2%) Shares 1,697,920 (+36.7%)
DEEPWATER ASSET MANAGEMENT, LLC
Value ($000) $12,985 (+2.0%) Shares 206,217 (+25.4%)
Occam Crest Management LP
Value ($000) $5,982 (+7.3%) Shares 95,000 (+31.9%)
Durable Capital Partners LP
Value ($000) $416,041 (-4.5%) Shares 6,606,969 (+17.4%)
Portolan Capital Management, LLC
Value ($000) $29,474 (+101.7%) Shares 468,063 (+148.0%)
Game Creek Capital, LP
Value ($000) $5,038 (+80.8%) Shares 80,000 (+122.2%)
WASATCH ADVISORS LP
Value ($000) $426,869 (-10.4%) Shares 6,778,925 (+10.1%)
RICE HALL JAMES & ASSOCIATES, LLC
Value ($000) $41,799 (-7.6%) Shares 663,788 (+13.6%)
BW Gestao de Investimentos Ltda.
Value ($000) $43,436 (-11.3%) Shares 689,788 (+9.0%)
MARINER INVESTMENT GROUP LLC
Value ($000) $7,871 (+126.0%) Shares 125,000 (+177.8%)
SCHWARTZ INVESTMENT COUNSEL INC
Value ($000) $18,053 (+86.6%) Shares 286,691 (+129.4%)
VELA Investment Management, LLC
Value ($000) $3,322 (+51.1%) Shares 52,752 (+85.7%)
CLOVERFIELDS CAPITAL GROUP, LP
Value ($000) $3,474 (+4.6%) Shares 55,171 (+28.6%)
Maxi Investments CY Ltd
Value ($000) $6 (-3.1%) Shares 92,404 (+19.1%)
Diametric Capital, LP
Value ($000) $1,039 (+257.6%) Shares 16,497 (+339.6%)
North Reef Capital Management LP
Value ($000) $9,819 (+23.1%) Shares 155,929 (+51.3%)
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
Value ($000) $7 (-5.6%) Shares 113,644 (+15.9%)

Decreased Positions (143)

ShawSpring Partners LLC
Value ($000) $72,344 (-25.3%) Shares 1,148,861 (-8.2%)
14B Captial Management LP
Value ($000) $24,243 (-21.1%) Shares 385,000 (-3.0%)
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC
Value ($000) $28,511 (-36.1%) Shares 452,777 (-21.4%)
GOODNOW INVESTMENT GROUP, LLC
Value ($000) $53,600 (-20.2%) Shares 851,200 (-1.9%)
JCSD Capital, LLC
Value ($000) $548 (-70.1%) Shares 8,709 (-63.3%)
Pier Capital, LLC
Value ($000) $8 (-99.8%) Shares 131 (-99.8%)
KENNEDY CAPITAL MANAGEMENT LLC
Value ($000) $4,206 (-71.9%) Shares 66,797 (-65.5%)
CIBC Private Wealth Group, LLC
Value ($000) $178 (-99.8%) Shares 2,828 (-99.7%)
Militia Capital Partners, LP
Value ($000) $227 (-68.2%) Shares 3,600 (-60.9%)
BROWN BROTHERS HARRIMAN & CO
Value ($000) $56,168 (-32.1%) Shares 891,981 (-16.5%)
HARBOR CAPITAL ADVISORS, INC.
Value ($000) $1 (-85.7%) Shares 9,838 (-82.5%)
Point72 Asset Management, L.P.
Value ($000) $46,658 (-60.5%) Shares 740,956 (-51.5%)
Carnegie Capital Asset Management, LLC
Value ($000) $324 (-95.1%) Shares 5,150 (-94.0%)
KORNITZER CAPITAL MANAGEMENT INC /KS
Value ($000) $12,511 (-35.2%) Shares 198,686 (-20.4%)
Boston Partners
Value ($000) $561 (-99.2%) Shares 8,908 (-99.0%)
Bridgewater Associates, LP
Value ($000) $279 (-98.5%) Shares 4,428 (-98.2%)
JENNISON ASSOCIATES LLC
Value ($000) $58,262 (-63.4%) Shares 925,232 (-55.0%)
Global Trust Asset Management, LLC
Value ($000) $13 (-95.0%) Shares 200 (-93.9%)
Harbour Capital Advisors, LLC
Value ($000) $1,391 (-31.1%) Shares 22,186 (-14.1%)
FULLER & THALER ASSET MANAGEMENT, INC.
Value ($000) $76,736 (-26.4%) Shares 1,218,606 (-9.5%)

Exited Positions (114)