FOUR SHIFT4 PMTS INC

held 6 mo · 2 quarters on record · no longer held FOUR across all managers

Position over time

Period	Shares	% of portfolio	Activity	Value
Q3 2024	150,000	16.00%	Add 50.0%	$13M
Q2 2024	100,000	13.97%	NEW	$7M

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