Wishbone Management, LP
- SEC CIK
- 0001777734
- Latest filing
- Aug 13, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 14, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 5
- +1 vs. Q1 2024
- Portfolio value
- $309.7M
- +$26.9M (+9.5%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AVTAvnet Inc | COM | 1,650,000 | $85.0M | 27.4% | 00.0% | Unchanged | History |
| ELVElevance Health, Inc. | Stock | 153,000 | $82.9M | 26.8% | 00.0% | Unchanged | History |
| FERGFerguson Enterprises Inc. | SHS | 315,000 | $61.0M | 19.7% | −35,000−10.0% | Reduced | History |
| SDRLSEADRILL Ltd | COM | 923,310 | $47.6M | 15.4% | +23,310+2.6% | Added | History |
| CPACopa Holdings, S.A. | CL A | 350,000 | $33.3M | 10.8% | +350,000 | New | History |