Wishbone Management, LP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Wishbone Management, LP reported 5 stock positions worth $309.7 million. Its top holding was Avnet (AVT) at 27.4% of the portfolio, followed by Elevance Health (ELV, 26.8%) and Ferguson Jersey (FERG, 19.7%). Compared with Q1 2024, it opened 1 new position, added to 1 and reduced 1. The biggest buy was a new position in Copa Class A (CPA) and the biggest sale Ferguson Jersey (FERG, shares −10%).

Most Recent 13F
Q2 2026
Location
Chicago, IL
CIK
0001777734
Portfolio Value
$309.7M (Q2 2024)
SEC Filing
0000919574-24-004558 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $282.9M Q1 2024 Q2 2024: $309.7M $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 5 stocks · $309.7M
AVT Avnet Inc. 27.43% 1,650,000 $85.0M No change
ELV Elevance Health Inc. 26.77% 153,000 $82.9M No change
FERG Ferguson Jersey Ltd. 19.69% 315,000 $61.0M Reduce -10.0%
SDRL Seadrill Limited 15.35% 923,310 $47.6M Add +2.6%
CPA Copa Holdings SA Class A 10.76% 350,000 $33.3M New

Portfolio Sells Q1 2024 → Q2 2024
FERG Ferguson Jersey Ltd. Reduce -10.0% 19.69% −7.33

Portfolio Buys Q1 2024 → Q2 2024
CPA Copa Holdings SA Class A New 10.76% +10.76
SDRL Seadrill Limited Add +2.6% 15.35% −0.65

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