MARINER INVESTMENT GROUP LLC FOUR — SHIFT4 PMTS INC

Ownership history in MARINER INVESTMENT GROUP LLC  ·  5 quarters on record

AI Ownership Summary

MARINER INVESTMENT GROUP LLC reported SHIFT4 PMTS INC (FOUR) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 1.83% in 2026 Q1. The latest visible filing shows FOUR at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FOUR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MARINER INVESTMENT GROUP LLC's position in SHIFT4 PMTS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FOUR was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.83% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FOUR stock page MARINER INVESTMENT GROUP LLC fund profile MARINER INVESTMENT GROUP LLC full holdings
How MARINER INVESTMENT GROUP LLC held FOUR — position size vs. price
% of Fund (quarterly)    FOUR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 180,000 +35,000 +24.1% 0.14% $488K 2026-05-05 $40.97
2026 Q1 UNCHANGED — — — 145,000 — 0% 0.05% $167K 2026-05-05 $40.97
2026 Q1 ADDED — — — 145,000 +20,000 +16.0% 1.83% $6.3M 2026-05-05 $40.97
2025 Q4 ADDED — — — 125,000 +80,000 +177.8% 0.46% $7.9M 2026-02-25 $57.37
2025 Q3 INITIATED — — — 45,000 — — 1.05% $3.5M 2025-11-14 $69.88

🏢 Other funds also holding FOUR

As of 2026 Q1 — sorted by position size

DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 3Y 12.92% Maestria Partners LLC 8.24% Emeth Value Capital, LLC 7.09% Occam Crest Management LP 5.8% Spyglass Capital Management LLC 3Y 7Y 5.76% GOODNOW INVESTMENT GROUP, LLC 3Y 7Y 4.09% DEEPWATER ASSET MANAGEMENT, LLC 3Y 2.97% 7G CAPITAL MANAGEMENT, LLC 3Y 2.86% Durable Capital Partners LP 3Y 2.78% Skaana Management L.P. 3Y 2.2%

FAQ About MARINER INVESTMENT GROUP LLC and FOUR

These are the practical questions this page is built to answer before you even open the full history table.

How long has MARINER INVESTMENT GROUP LLC reported owning FOUR?

MARINER INVESTMENT GROUP LLC reported FOUR across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported FOUR position in MARINER INVESTMENT GROUP LLC's portfolio?

The largest reported portfolio weight for FOUR was 1.83% in 2026 Q1.

What is the latest reported FOUR position on this page?

The most recent filing on this page is 2026 Q1, when MARINER INVESTMENT GROUP LLC reported 180,000 shares, equal to 0.14% of portfolio, with an estimated market value of $488K.

What does the chart on this FOUR ownership page compare?

The chart compares MARINER INVESTMENT GROUP LLC's quarterly FOUR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MARINER INVESTMENT GROUP LLC time their FOUR position?

Based on 13F filing dates vs. subsequent FOUR price moves, MARINER INVESTMENT GROUP LLC correctly timed 0 out of 3 reported position changes (0%).

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