← Super investors
FOUR
Shift4 Payments Inc-class A
2 super-investor ownerscombined $271Mlargest position 2.8%
1 NEW1 EXIT
Cohort owners over time
2020Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Now: 2
Peak: 3
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Henry Ellenbogen | 2.8% | 24q | $270M | 6,165,793 |
| 2 | Bill Miller | 0.3% | — 1q | $1M | 30,035 |
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Bill Miller | NEW | 0.3% | +100% | $1M | May 15, 2026 |
| Dennis Hong | EXIT | 13.6% | -100% | $0 | May 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 82452J109. Not investment advice.