DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP: SHIFT4 PMTS INC (FOUR): Quarterly 13F Position History
As of Q1 2026, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported 6,576,509 shares of SHIFT4 PMTS INC (FOUR), worth $287.6M and representing 12.9% of its 13F equity book. Quarter-over-quarter share count change: + 1,004,784 (+18.0%) . The position first appeared in Q3 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 6,576,509Shares Held (Latest Filing)
- $287.6MReported Market Value (Latest Filing)
- 12.9%Portfolio Weight (% of 13F Equity Book)
- +1,004,784Quarter-over-Quarter Share Change
- -$63.3MQuarter-over-Quarter Value Change
- 6,576,509Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 6,576,509 | +1,004,784 | +18.0% | $287.6M | 12.9% | $43.7 |
| Q4 2025 | 5,571,725 | +500,000 | +9.9% | $350.9M | 14.0% | $63.0 |
| Q3 2025 | 5,071,725 | +105,320 | +2.1% | $392.6M | 13.2% | $77.4 |
| Q2 2025 | 4,966,405 | +200,000 | +4.2% | $492.2M | 15.7% | $99.1 |
| Q1 2025 | 4,766,405 | +2,256,391 | +89.9% | $389.5M | 13.0% | $81.7 |
| Q4 2024 | 2,510,014 | +367,500 | +17.2% | $260.5M | 9.7% | $103.8 |
| Q3 2024 | 2,142,514 | — | — | $189.8M | 7.7% | $88.6 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP first disclose a FOUR position in 13F-HR filings?
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP first reported SHIFT4 PMTS INC (FOUR) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's most recent quarter-over-quarter share-count change in FOUR?
Between Q4 2025 and Q1 2026, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP added 1,004,784 shares of FOUR (+18.0%), bringing the total reported position to 6,576,509 shares at a market value of $287.6M.
Does the implied price-per-share represent DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP's cost basis in FOUR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.