Dennis Hong - ShawSpring Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $267,608,814
Holdings Activity Buys Sells    History
Holding/activity history for  Shift4 Payments, Inc. (FOUR)
← All FOUR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 0 0.00 Sell 100.00% 13.62 $40.60–68.57 · VW $53.01i SEC
2025   Q4 1,148,861 13.62 Reduce 8.19% 1.18 $61.23–80.98 · VW $70.27i $72,343,777 SEC
2025   Q3 1,251,374 14.40 Add 60.70% 5.44 $74.87–108.50 · VW $89.56i $96,856,348 SEC
2025   Q2 778,722 9.74 Reduce 13.37% 1.35 $68.09–103.68 · VW $86.98i $77,179,137 SEC
2025   Q1 898,874 10.09 Reduce 7.31% 0.97 $70.64–127.50 · VW $99.00i $73,446,995 SEC
2024   Q4 969,748 13.33 Reduce 26.53% 3.92 $88.25–116.85 · VW $102.44i $100,640,447 SEC
2024   Q3 1,319,879 14.77 Reduce 5.89% 0.87 $57.45–92.07 · VW $76.02i $116,941,279 SEC
2024   Q2 1,402,433 14.84 Reduce 12.15% 1.65 $55.87–74.94 · VW $66.15i $102,868,461 SEC
2024   Q1 1,596,421 13.55 Buy 13.55 $65.06–92.30 · VW $75.84i $105,475,535 SEC
Price snapshot:
Current price$49.23
52-week low$34.56
52-week high$108.50