Wishbone Management, LP
- SEC CIK
- 0001777734
- Latest filing
- Aug 13, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 9
- −1 vs. Q3 2022
- Portfolio value
- $323.1M
- −$24.2M (−7.0%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COFCapital One Financial Corp | Stock | 730,000 | $67.9M | 21.0% | +155,000+27.0% | Added | History |
| ELVElevance Health, Inc. | Stock | 105,000 | $53.9M | 16.7% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | SHS | 400,000 | $50.8M | 15.7% | +400,000 | New | History |
| AYXAlteryx, Inc. | COM CL A | 931,333 | $47.2M | 14.6% | +251,333+37.0% | Added | History |
| BACBank of America Corp | Stock | 1,250,000 | $41.4M | 12.8% | +1,250,000 | New | History |
| Arco Platform LtdG04553106 | COM CL A | 2,895,932 | $39.1M | 12.1% | +595,932+25.9% | Added | – |
| WWayfair Inc. | CL A | 350,000 | $11.5M | 3.6% | −520,000−59.8% | Reduced | History |
| COMPCompass, Inc. | CL A | 4,000,000 | $9.32M | 2.9% | −1,704,556−29.9% | Reduced | History |
| CNMCore & Main, Inc. | CL A | 108,413 | $2.09M | 0.6% | +108,413 | New | History |
Sold out since Q3 2022 (4)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| MUMicron Technology Inc | Stock | 1,270,000 | $63.6M | 18.3% | History |
| Signature BK New York N Y82669G104 | COM | 210,000 | $31.7M | 9.1% | – |
| UBERUber Technologies, Inc | Stock | 1,000,000 | $26.5M | 7.6% | History |
| MTHMeritage Homes CORP | COM | 291,529 | $20.5M | 5.9% | History |