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Wishbone Management, LP

SEC CIK
0001777734
Latest filing
Aug 13, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
3
−3 vs. Q3 2023
Portfolio value
$225.7M
−$55.8M (−19.8%) vs. Q3 2023
Filed
Feb 14, 2024
SEC
Holdings of Wishbone Management, LP in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
FERGFerguson Enterprises Inc.SHS474,482$91.6M40.6%−518−0.1%ReducedHistory
ELVElevance Health, Inc.Stock153,000$72.1M32.0%−37,000−19.5%ReducedHistory
IBNIcici Bank LtdADR2,600,000$62.0M27.5%00.0%UnchangedHistory

Sold out since Q3 2023 (3)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Wishbone Management, LP sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
Arco Platform LtdG04553106COM CL A2,895,932$39.9M14.2%–
NCNOnCino, Inc.COM377,761$12.0M4.3%History
COMPCompass, Inc.CL A3,000,000$8.70M3.1%History