Why One Fund Is Doubling Down on Shift4’s 61% Revenue Surge With a $392 Million Bet

Key Points California-based Darlington Partners Capital Management purchased 105,320 additional shares of Shift4 Payments in the third quarter. At quarter-end, the fund reported holding nearly 5.1 million total shares of Shift4, valued at $392.6 million. The position is about 13.3% of overall AUM, making it the fund's second-largest holding. These 10 stocks could mint the next wave of millionaires › California-based Darlington Partners Capital Management increased its stake in Shift4 Payments (NY ...