Bill Miller's FOUR Position Overview
Bill Miller (via Miller Value Partners, LLC) currently holds 29,965 shares of Shift4 Payments, Inc. (FOUR) worth $1.46 M, representing 0.34% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Bill Miller has initiated a new position in FOUR, representing a fresh investment thesis on this company. Largest reduction occurred in Q2 2026, reducing 70 shares.
Analysis based on 13F filings available since 2013 Q2
Bill Miller's Shift4 Payments (FOUR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Shift4 Payments (FOUR) Trades by Bill Miller
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -70 | Reduce 0.23% | 29,965 | $48.64 |
| Q1 2026 | +30,035 | New Buy | 30,035 | $43.73 |
Bill Miller's Shift4 Payments Investment FAQs
Bill Miller first purchased Shift4 Payments, Inc. (FOUR) in Q1 2026, acquiring 30,035 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Bill Miller has held Shift4 Payments, Inc. (FOUR) for 2 quarters since Q1 2026.
Bill Miller's largest addition to Shift4 Payments, Inc. (FOUR) was in Q1 2026, adding 30,035 shares worth $1.31 M.
According to the latest 13F filing for Q2 2026, Bill Miller's firm, Miller Value Partners, LLC, owns 29,965 shares of Shift4 Payments, Inc. (FOUR), valued at approximately $1.46 M.
As of the Q2 2026 filing, Shift4 Payments, Inc. (FOUR) represents approximately 0.34% of Bill Miller's publicly disclosed stock portfolio, making it one of their key holdings.
Bill Miller's peak holding in Shift4 Payments, Inc. (FOUR) was 30,035 shares, as reported at the end of Q1 2026.