Wishbone Management, LP
- SEC CIK
- 0001777734
- Latest filing
- Aug 13, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 15, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 4
- +1 vs. Q4 2023
- Portfolio value
- $282.9M
- +$57.1M (+25.3%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVTAvnet Inc | COM | 1,650,000 | $81.8M | 28.9% | +1,650,000 | New | History |
| ELVElevance Health, Inc. | Stock | 153,000 | $79.3M | 28.0% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | SHS | 350,000 | $76.5M | 27.0% | −124,482−26.2% | Reduced | History |
| SDRLSEADRILL Ltd | COM | 900,000 | $45.3M | 16.0% | +900,000 | New | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.