Wishbone Management, LP
- SEC CIK
- 0001777734
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 7
- −2 vs. Q1 2023
- Portfolio value
- $334.0M
- −$12.7M (−3.7%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| COFCapital One Financial Corp | Stock | 720,000 | $78.7M | 23.6% | −10,000−1.4% | Reduced | History |
| FERGFerguson Enterprises Inc. | SHS | 475,000 | $74.7M | 22.4% | 00.0% | Unchanged | History |
| IBNIcici Bank Ltd | ADR | 2,750,000 | $63.5M | 19.0% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 135,000 | $60.0M | 18.0% | +30,000+28.6% | Added | History |
| Arco Platform LtdG04553106 | COM CL A | 2,895,932 | $35.2M | 10.5% | 00.0% | Unchanged | – |
| NCNOnCino, Inc. | COM | 377,761 | $11.4M | 3.4% | 00.0% | Unchanged | History |
| COMPCompass, Inc. | CL A | 3,000,000 | $10.5M | 3.1% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (2)
Positions held at the end of Q1 2023 that are gone from this filing.