DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP: SHIFT4 PMTS INC (FOUR): Quarterly 13F Position History
As of Q2 2026, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP reported 7,161,844 shares of SHIFT4 PMTS INC (FOUR), worth $348.4M and representing 15.4% of its 13F equity book. Quarter-over-quarter share count change: + 585,335 (+8.9%) . The position first appeared in Q3 2024 and has been disclosed across 8 13F-HR filings in Pactolio's tracked window.
- 7,161,844Shares Held (Latest Filing)
- $348.4MReported Market Value (Latest Filing)
- 15.4%Portfolio Weight (% of 13F Equity Book)
- +585,335Quarter-over-Quarter Share Change
- +$60.8MQuarter-over-Quarter Value Change
- 7,161,844Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 8 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 7,161,844 | +585,335 | +8.9% | $348.4M | 15.4% | $48.6 |
| 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 rather than 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 8 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 Q1 2026 and Q2 2026, DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP added 585,335 shares of FOUR (+8.9%), bringing the total reported position to 7,161,844 shares at a market value of $348.4M.
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.