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LB Partners’s Shift4 FOUR Stock Holding History

LB Partners’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.67M Buy
96,000
+66,000
+220% +$2.85M 3.18% 10
2026
Q1 		$1.31M Buy
+30,000
New +$1.66M 1.18% 17

Other funds holding FOUR

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
MIG
Mariner Investment Group Harrison, New York $463M AUM 13.33% 1-Year Est. Return

LB Partners's FOUR Position: Q2 2026 in Review

LB Partners increased its Shift4 (FOUR) stake by 220% in Q2 2026, buying an estimated $2.85M and bringing the position to 96,000 shares worth $4.67M. The position accounts for 3.18% of the portfolio, ranked #10.

LB Partners first reported a position in FOUR in Q1 2026 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold FOUR as of Q2 2026.

  • LB Partners held 96,000 shares of Shift4 worth $4.67M as of Q2 2026.
  • LB Partners bought 66,000 Shift4 shares in Q2 2026, an estimated $2.85M.
  • Shift4 made up 3.18% of LB Partners's portfolio in Q2 2026, its #10 holding.
  • LB Partners first reported a position in Shift4 in Q1 2026 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held Shift4 as of Q2 2026.

Based on LB Partners's 13F filing for Q2 2026, filed 30 Jul 2026.