Skip to main content

Wishbone Management, LP

SEC CIK
0001777734
Latest filing
Aug 13, 2026

Holdings in Q1 2025

Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.

Institution overview
Positions
4
0 vs. Q4 2024
Portfolio value
$166.7M
−$43.8M (−20.8%) vs. Q4 2024
Filed
May 15, 2025
SEC
Holdings of Wishbone Management, LP in Q1 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
AVTAvnet IncCOM1,290,000$62.0M37.2%−360,000−21.8%ReducedHistory
CPACopa Holdings, S.A.CL A472,500$43.7M26.2%+52,500+12.5%AddedHistory
LSPDLightspeed Commerce Inc.SUB VTG SHS3,675,000$32.2M19.3%+3,675,000NewHistory
FERGFerguson Enterprises Inc.COMMON STOCK NEW179,697$28.8M17.3%00.0%UnchangedHistory

Sold out since Q4 2024 (1)

Positions held at the end of Q4 2024 that are gone from this filing.

Positions of Wishbone Management, LP sold out since Q4 2024
SecurityClassShares in Q4 2024Value in Q4 2024% of portfolio in Q4 2024History
ELVElevance Health, Inc.Stock152,000$56.1M26.6%History