Maestria Loads Up Shift4 Stock With 144,000 Shares Bought

2 hours ago 3

Will Healy, The Motley Fool

Sat, February 21, 2026 astatine 2:52 PM CST 4 min read

On February 11, 2026, Maestria Partners LLC disclosed successful a U.S. Securities and Exchange Commission (SEC) filing that it made a important concern successful Shift4 Payments (NYSE:FOUR).

According to a recent SEC filing dated February 11, 2026, Maestria Partners LLC accrued its holding successful Shift4 Payments by 143,763 shares during the 4th quarter. The estimated worth of the further shares purchased is astir $10.16 million, based connected the mean closing terms for the quarter. The quarter-end presumption worth roseate by $3.68 million, a fig that reflects some stock purchases and banal terms movement.

Buy enactment lifted the involvement to 9.5% of the fund’s 13F reportable AUM
Top holdings aft the filing:
- NYSE:BN: $36.95 cardinal (10.8% of AUM)
- NYSE:APO: $33.15 cardinal (9.7% of AUM)
- NYSE:FOUR: $32.50 cardinal (9.5% of AUM)
- NASDAQ:AMZN: $32.35 cardinal (9.5% of AUM)
- NYSE:TSM: $25.83 cardinal (7.6% of AUM)
As of February 10, 2026, shares were priced astatine $59.81, down 51.1% implicit the past twelvemonth and underperforming the S&P 500 by 65.57 percent points.

Metric

Value

Revenue (TTM)	$3.88 billion
Net income (TTM)	$170.20 million
Price (as of marketplace adjacent February 10, 2026)	$59.81
One-year terms change	(51.1%)

Provides integrated outgo processing, point-of-sale systems, eCommerce solutions, and concern quality tools for merchants crossed aggregate channels.
Targets merchants successful stadiums, amusement venues, and eCommerce, serving a assortment of concern types.
Operates astatine standard wrong the payments exertion sector, leveraging an integrated level to present end-to-end outgo and concern absorption solutions.

Shift4 Payments’ strategy centers connected providing seamless, secure, and omni-channel outgo experiences for a divers lawsuit base, enabling merchants to streamline operations and amended lawsuit engagement. Its competitory vantage lies successful its proprietary exertion stack, wide integration capabilities, and absorption connected high-growth verticals.

Maestria Partners LLC importantly accrued its presumption successful Shift4 astatine a notable clip successful the company’s history, arsenic laminitis Jared Isaacman precocious departed the institution to instrumentality implicit arsenic the NASA Administrator.

Also, the money seems to person made a contrarian determination into the stock, arsenic it has mislaid conscionable implicit fractional of its worth implicit the past year.

However, it stands retired from astir fintech stocks arsenic it specializes successful providing fintech services for the hospitality industry. This gives it a competitory vantage implicit a institution specified arsenic PayPal, which is 1 of galore providers of much generalized fintech services.

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