Kodai Capital Management LP: FOUR position timeline

Kodai Capital Management LP held 174,749 FOUR shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 174,749 shares

   Change vs previous 13F +174,749 shares

   0.56% of the 13F portfolio, value $14,278,741.

   13F-HR 0001999612-25-000004 filed by Kodai Capital Management LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F -734,109 shares

   13F-HR 0001172661-24-005143 filed by Kodai Capital Management LP
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

3. period ended2024-06-30

   13F 734,109 shares

   Change vs previous 13F +734,109 shares

   1.02% of the 13F portfolio, value $53,846,895.

   13F-HR 0001172661-24-003523 filed by Kodai Capital Management LP
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 0 shares

   Change vs previous 13F -800,651 shares

   13F-HR 0001172661-24-002386 filed by Kodai Capital Management LP
   Filed 2024-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2023-12-31

   13F 800,651 shares

   Change vs previous 13F not available

   1.21% of the 13F portfolio, value $59,520,395.

   13F-HR 0001172661-24-000752 filed by Kodai Capital Management LP
   Filed 2024-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).