TCG
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Tremblant Capital Group’s Shift4 FOUR Stock Holding History

Tremblant Capital Group’s Portfolio FOUR Stock Details FOUR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,421,792
Closed -$63.4M – 38
2022
Q3 		$63.4M Buy
1,421,792
+263,062
+23% +$11.7M 3.85% 11
2022
Q2 		$38.3M Sell
1,158,730
-36,214
-3% -$1.2M 2.32% 23
2022
Q1 		$74M Buy
+1,194,944
New +$74M 2.63% 22