North Reef Capital Management’s Shift4 FOUR Stock Holding History

North Reef Capital Management’s Portfolio FOUR Stock Details FOUR Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$9.82M	Buy
2025 Q3	$7.98M	Buy
2025 Q2	$2.48M	Sell
2025 Q1	$6.54M	Sell
2024 Q4	$13M	Buy
2024 Q2	–	Sell
2024 Q1	$1.65M	Sell
2023 Q4	$9.75M	Buy