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Shift4

Sector Financials

3 letters mention Shift4, from 2 managers.

• H1 2026 Emeth Value Capital · H1 2026 letter ↗ Andrew Carreon · mentioned 165 times
• Q2 2026 Greystone Capital · Q2 2026 letter ↗ Adam Wilk · mentioned 5 times
• Q4 2025 Greystone Capital · Q4 2025 letter ↗ Adam Wilk · mentioned 45 times

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.