GOODNOW INVESTMENT GROUP, LLC: SHIFT4 PMTS INC (FOUR): Quarterly 13F Position History
As of Q1 2026, GOODNOW INVESTMENT GROUP, LLC reported 854,230 shares of SHIFT4 PMTS INC (FOUR), worth $37.4M and representing 4.1% of its 13F equity book. Quarter-over-quarter share count change: + 3,030 (+0.4%) . The position first appeared in Q1 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.
- 854,230Shares Held (Latest Filing)
- $37.4MReported Market Value (Latest Filing)
- 4.1%Portfolio Weight (% of 13F Equity Book)
- +3,030Quarter-over-Quarter Share Change
- -$16.2MQuarter-over-Quarter Value Change
- 868,092Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 854,230 | +3,030 | +0.4% | $37.4M | 4.1% | $43.7 |
| Q4 2025 | 851,200 | 16,892 | -1.9% | $53.6M | 5.0% | $63.0 |
| Q3 2025 | 868,092 | +11,670 | +1.4% | $67.2M | 6.4% | $77.4 |
| Q2 2025 | 856,422 | +49,040 | +6.1% | $84.9M | 7.9% | $99.1 |
| Q1 2025 | 807,382 | +138,170 | +20.6% | $66.0M | 7.1% | $81.7 |
| Q4 2024 | 669,212 | 11,550 | -1.7% | $69.5M | 6.8% | $103.8 |
| Q3 2024 | 680,762 | +73,060 | +12.0% | $60.3M | 6.4% | $88.6 |
| Q2 2024 | 607,702 | +567,892 | +1426.5% | $44.6M | 5.2% | $73.3 |
| Q1 2024 | 39,810 | — | — | $2.6M | 0.3% | $66.1 |
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 GOODNOW INVESTMENT GROUP, LLC first disclose a FOUR position in 13F-HR filings?
GOODNOW INVESTMENT GROUP, LLC first reported SHIFT4 PMTS INC (FOUR) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.
What was GOODNOW INVESTMENT GROUP, LLC's most recent quarter-over-quarter share-count change in FOUR?
Between Q4 2025 and Q1 2026, GOODNOW INVESTMENT GROUP, LLC added 3,030 shares of FOUR (+0.4%), bringing the total reported position to 854,230 shares at a market value of $37.4M.
Does the implied price-per-share represent GOODNOW INVESTMENT GROUP, LLC'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.