SEC 13F Intelligence

Gillson Capital LP / FOUR

Gillson Capital LP’s Shift4 Pmts Inc Position

Does Gillson Capital LP own Shift4 Pmts Inc (FOUR)? Not currently — the last reported position was 154.0K shares worth $12M in Q1 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q1 2023
Shares
154.0K
% of Portfolio
+0.97%
Quarters Held
2
position exited

Position History FOUR

Reported value by quarter
Q4 ’22: $6MQ4 ’22Q1 ’23: $12MQ1 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2023154.0K$12M+0.97%
Q4 2022115.3K$6M+0.49%

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