Wishbone Management, LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Wishbone Management, LP reported 5 stock positions worth $279.2 million. Its top holding was Avnet (AVT) at 32.1% of the portfolio, followed by Elevance Health (ELV, 25.7%) and Ferguson Enterprises (FERG, 14.9%). Compared with Q2 2024, it added to 1 and reduced 2. The biggest buy was Copa Class A (CPA, shares +20%) and the biggest sale Ferguson Enterprises (FERG, shares −33%).
- Most Recent 13F
- Q2 2026
- Location
- Chicago, IL
- CIK
- 0001777734
- Portfolio Value
- $279.2M (Q3 2024)
- SEC Filing
- 0000919574-24-006472 ↗ filed Nov 14, 2024
Holdings Value
Holdings 5 stocks · $279.2M
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| CPA Copa Holdings SA Class A | Add +20.0% | 14.12% | +3.36 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $231.7M | CPA, AVT, ROP, CDW, AMZN |
| Q1 2026 | 4 | $135.6M | CPA, AVT, ROP, MCHP |
| Q4 2025 | 5 | $234.2M | EPAM, CPA, AVT, ACN, LSPD |
| Q3 2025 | 4 | $186.0M | AVT, CPA, LSPD, EPAM |
| Q2 2025 | 4 | $221.0M | AVT, CPA, LSPD, MSFT |
| Q1 2025 | 4 | $166.7M | AVT, CPA, LSPD, FERG |
| Q4 2024 | 4 | $210.5M | AVT, ELV, CPA, FERG |
| Q3 2024 | 5 | $279.2M | AVT, ELV, FERG, CPA, SDRL |
| Q2 2024 | 5 | $309.7M | AVT, ELV, FERG, SDRL, CPA |
| Q1 2024 | 4 | $282.9M | AVT, ELV, FERG, SDRL |