What happened According to an SEC filing dated May 8, 2026, Emeth Value Capital, LLC initiated a new position by purchasing 107,016 shares of Shift4 Payments (NYSE:FOUR).
The estimated transaction value is $5.91 million, calculated using the average closing price over the January-March 2026 quarter
The quarter-end value of this stake was $4.68 million, reflecting both the share purchase and price movement during the period. What else to know This new position in Shift4 Payments represents 7.09% of Emeth Value Capital, LLC’s 13F reportable assets as of March 31, 2026. – Top holdings after the filing: – Driven Brands: $50.35 million (76.3% of AUM) – Burford Capital: $6.53 million (9.9% of AUM) – Shift4 Payments: $4.70 million (7.0% of AUM) – Vivid Seats: $4.41 million (6.7% of AUM) – As of May 14, 2026, Shift4 Payments shares were priced at $41.93, down 54.4% over the past year, underperforming the S&P 500 by 82 percentage points. Company Overview Company Snapshot Shift4 Payments: – Offers integrated payment processing, point-of-sale solutions, eCommerce platforms, and business intelligence tools for merchants, hospitality, stadiums, and entertainment venues. – Generates revenue primarily through transaction-based fees, software subscriptions, and value-added services embedded in its proprietary payment ecosystem. – Serves merchants of varying sizes across the United States, with a focus on hospitality, retail, e-commerce, and large venue operators.
Shift4 Payments is a technology-driven provider of integrated payment processing and software solutions, supporting over $4 billion in annual revenue. The company’s strategy centers on delivering a unified commerce platform that streamlines payment acceptance and business operations for merchants across multiple verticals. With scalable infrastructure and a broad suite of value-added services, Shift4 aims to differentiate itself through seamless integrations, robust security, and end-to-end customer support.