← Top Holdings

FOURSHIFT4 PMTS INC

CUSIP: 82452J109

2

Guru Owners

$270.9M

Total Value Held

6.2M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Henry Ellenbogen	Durable Capital Partners	6165793	$269.6M	2.78%	$43.73	Q1 2026
Bill Miller	Miller Value Partners	30035	$1.3M	0.34%	$43.73	Q1 2026

Henry Ellenbogen

$269.6M

2.78%

$1.3M

0.34%

📊 Fundamentals

Market Cap$4.9B

P/E Ratio56.7x

Above market avg

Forward P/E7.3x

P/FCF10.0x

EPS (TTM)$0.87

Revenue (TTM)$4.5B

Profit Margin2.63%

Beta1.40

52-Week Range

$34.56

$108.50

Current: $49.33

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 56.7x trailing earnings → 7.3x forward · 2.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '262 owners · $270.9M

REDUCEDHenry Ellenbogen$269.6M

NEWBill Miller$1.3M

SOLDDennis Hong

Q4 '253 owners · $488.7M

INCREASEDHenry Ellenbogen$416.0M

REDUCEDDennis Hong$72.3M

INCREASEDRay Dalio$279K

Q3 '253 owners · $551.2M

REDUCEDHenry Ellenbogen$435.5M

REDUCEDDennis Hong$96.9M

REDUCEDRay Dalio$18.8M

Q2 '253 owners · $762.2M

INCREASEDHenry Ellenbogen$660.6M

REDUCEDDennis Hong$77.2M

REDUCEDRay Dalio$24.4M

Q1 '253 owners · $563.7M

INCREASEDHenry Ellenbogen$483.7M

REDUCEDDennis Hong$73.4M

NEWRay Dalio$6.5M

Q4 '242 owners · $633.1M

REDUCEDHenry Ellenbogen$532.5M

INCREASEDDennis Hong$100.6M

SOLDMichael Burry

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

14%analyst est. 13.8%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

11.0%current: 11.0%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data