SEC 13F Intelligence

Honeycomb Asset Management LP / FOUR

Honeycomb Asset Management LP’s Shift4 Pmts Inc Position

Does Honeycomb Asset Management LP own Shift4 Pmts Inc (FOUR)? Not currently — the last reported position was 100.0K shares worth $6M in Q3 2023; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$6M
Q3 2023
Shares
100.0K
% of Portfolio
+1.30%
Quarters Held
4
position exited

Position History FOUR

Reported value by quarter
Q4 ’22: $11MQ4 ’22Q1 ’23: $13MQ1 ’23Q2 ’23: $21MQ2 ’23Q3 ’23: $6MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023100.0K$6M+1.30%
Q2 2023314.0K$21M+3.31%
Q1 2023169.0K$13M+2.64%
Q4 2022200.0K$11M+2.97%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Honeycomb Asset Management LP’s full portfolio or all institutional holders of FOUR.