Darlington Partners 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	$492M	Buy	4,966,405 +200,000	+4%	+$19.8M	15.67%	1
2025 Q1	$389M	Buy	4,766,405 +2,256,391	+90%	+$184M	13.02%	1
2024 Q4	$260M	Buy	2,510,014 +367,500	+17%	+$38.1M	9.73%	6
2024 Q3	$190M	Buy	+2,142,514	New	+$190M	7.68%	7