LB Partners LLC

Position in FOUR — Shift4 Payments, Inc.

CIK 2007877 CHARLOTTESVILLE, VA

Position in FOUR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$4,669,440

+$3,357,540 QoQ

Shares Held

96,000

+220.0% QoQ

Ownership

0.122%

of shares outstanding

% of Portfolio

3.33%

of 13F equity value

Holder Rank

#72

of 356 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LB Partners LLC holds $37,729,770 across 4 Software - Infrastructure names. FOUR ranks #2 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RELY	Remitly Global, Inc.	1,268,000	$28,415,880
2	FOUR	Shift4 Payments, Inc. This page	96,000	$4,669,440
3	TOST	Toast, Inc.	155,000	$4,312,100
4	IMXI	International Money Express, Inc.	23,000	$332,350

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,669,440	96,000	+220.0%	Shares	Sole	2026-07-30
2026-03-31	$1,311,900	30,000	—	Shares	Sole	2026-04-24
No filing history on record for this holder in this stock.