FOUR

Which hedge funds are long FOUR?

2 published ideas on Shift4 Payments, Inc. across 2 funds — 2 long and 0 short.

Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Shift4 Payments, Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.