Wishbone Management, LP
- SEC CIK
- 0001777734
- Latest filing
- Aug 13, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 9
- 0 vs. Q4 2022
- Portfolio value
- $346.7M
- +$23.5M (+7.3%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COFCapital One Financial Corp | Stock | 730,000 | $70.2M | 20.2% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | SHS | 475,000 | $63.5M | 18.3% | +75,000+18.8% | Added | History |
| IBNIcici Bank Ltd | ADR | 2,750,000 | $59.3M | 17.1% | +2,750,000 | New | History |
| ELVElevance Health, Inc. | Stock | 105,000 | $48.3M | 13.9% | 00.0% | Unchanged | History |
| AYXAlteryx, Inc. | COM CL A | 750,000 | $44.1M | 12.7% | −181,333−19.5% | Reduced | History |
| Arco Platform LtdG04553106 | COM CL A | 2,895,932 | $31.7M | 9.2% | 00.0% | Unchanged | – |
| CNMCore & Main, Inc. | CL A | 450,000 | $10.4M | 3.0% | +341,587+315.1% | Added | History |
| COMPCompass, Inc. | CL A | 3,000,000 | $9.69M | 2.8% | −1,000,000−25.0% | Reduced | History |
| NCNOnCino, Inc. | COM | 377,761 | $9.36M | 2.7% | +377,761 | New | History |
Sold out since Q4 2022 (2)
Positions held at the end of Q4 2022 that are gone from this filing.