Cat Rock Capital Management’s Shift4 FOUR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-394,932	Closed	-$32.3M	–	16
2025 Q1	$32.3M	Buy	394,932 +17,002	+4%	+$1.39M	4.28%	8
2024 Q4	$39.2M	Buy	+377,930	New	+$39.2M	5.13%	9