Wishbone Management, LP

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Wishbone Management, LP reported 4 stock positions worth $282.9 million. Its top holding was Avnet (AVT) at 28.9% of the portfolio, followed by Elevance Health (ELV, 28.0%) and Ferguson Jersey (FERG, 27.0%). Compared with Q4 2023, it opened 2 new positions, sold out of 1 and reduced 1. The biggest buy was a new position in Avnet (AVT) and the biggest sale an exit from Icici Bank Ltd.-Spon ADR (IBN).

Most Recent 13F
Q2 2026
Location
Chicago, IL
CIK
0001777734
Portfolio Value
$282.9M (Q1 2024)
SEC Filing
0000919574-24-003008 ↗ filed May 15, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $282.9M $282.9M Q1 2024 Q2 2024: $309.7M Q2 2024 Q3 2024: $279.2M Q3 2024 Q4 2024: $210.5M Q4 2024 Q1 2025: $166.7M Q1 2025 Q2 2025: $221.0M Q2 2025 Q3 2025: $186.0M Q3 2025 Q4 2025: $234.2M Q4 2025 Q1 2026: $135.6M Q1 2026 Q2 2026: $231.7M Q2 2026

Holdings 4 stocks · $282.9M
AVT Avnet Inc. 28.92% 1,650,000 $81.8M New
ELV Elevance Health Inc. 28.05% 153,000 $79.3M No change
FERG Ferguson Jersey Ltd. 27.03% 350,000 $76.5M Reduce -26.2%
SDRL Seadrill Limited 16.00% 900,000 $45.3M New

Portfolio Sells Q4 2023 → Q1 2024
IBN Icici Bank Ltd.-Spon ADR Sold out 0.00% −27.46
FERG Ferguson Jersey Ltd. Reduce -26.2% 27.03% −13.55

Portfolio Buys Q4 2023 → Q1 2024
AVT Avnet Inc. New 28.92% +28.92
SDRL Seadrill Limited New 16.00% +16.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$231.7MCPA, AVT, ROP, CDW, AMZN
Q1 2026 4$135.6MCPA, AVT, ROP, MCHP
Q4 2025 5$234.2MEPAM, CPA, AVT, ACN, LSPD
Q3 2025 4$186.0MAVT, CPA, LSPD, EPAM
Q2 2025 4$221.0MAVT, CPA, LSPD, MSFT
Q1 2025 4$166.7MAVT, CPA, LSPD, FERG
Q4 2024 4$210.5MAVT, ELV, CPA, FERG
Q3 2024 5$279.2MAVT, ELV, FERG, CPA, SDRL
Q2 2024 5$309.7MAVT, ELV, FERG, SDRL, CPA
Q1 2024 4$282.9MAVT, ELV, FERG, SDRL