SEC 13F Intelligence

Islet Management, LP / FOUR

Islet Management, LP’s Shift4 Pmts Inc Position

Does Islet Management, LP own Shift4 Pmts Inc (FOUR)? Not currently — the last reported position was 175.0K shares worth $10M in Q4 2021; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$10M
Q4 2021
Shares
175.0K
% of Portfolio
+0.28%
Quarters Held
6
position exited

Position History FOUR

Reported value by quarter
Q3 ’20: $22MQ3 ’20Q4 ’20: $19MQ4 ’20Q1 ’21: $16MQ1 ’21Q2 ’21: $9MQ2 ’21Q3 ’21: $12MQ3 ’21Q4 ’21: $10MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021175.0K$10M+0.28%
Q3 2021150.0K$12M+0.25%
Q2 2021100.0K$9M+0.26%
Q1 2021200.0K$16M+0.40%
Q4 2020250.0K$19M+0.86%
Q3 2020450.0K$22M+1.49%

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