Wishbone Management, LP

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Wishbone Management, LP reported 4 stock positions worth $210.5 million. Its top holding was Avnet (AVT) at 41.0% of the portfolio, followed by Elevance Health (ELV, 26.6%) and Copa Class A (CPA, 17.5%). Compared with Q3 2024, it sold out of 1, added to 1 and reduced 1. The biggest buy was Elevance Health (ELV, shares +10%) and the biggest sale an exit from Seadrill (SDRL).

Most Recent 13F
Q2 2026
Location
Chicago, IL
CIK
0001777734
Portfolio Value
$210.5M (Q4 2024)
SEC Filing
0000919574-25-001160 ↗ filed Feb 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $282.9M Q1 2024 Q2 2024: $309.7M Q2 2024 Q3 2024: $279.2M Q3 2024 Q4 2024: $210.5M $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 · $210.5M
AVT Avnet Inc. 41.01% 1,650,000 $86.3M No change
ELV Elevance Health Inc. 26.64% 152,000 $56.1M Add +10.1%
CPA Copa Holdings SA Class A 17.53% 420,000 $36.9M No change
FERG Ferguson Enterprises Inc. 14.82% 179,697 $31.2M Reduce -14.4%

Portfolio Sells Q3 2024 → Q4 2024
SDRL Seadrill Limited Sold out 0.00% −13.14
FERG Ferguson Enterprises Inc. Reduce -14.4% 14.82% −0.12

Portfolio Buys Q3 2024 → Q4 2024
ELV Elevance Health Inc. Add +10.1% 26.64% +0.93

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