Wishbone Management, LP Portfolio Holdings

Wishbone Management, LP

  • $262 Million
  • Q2 2024

Wishbone Management, LP has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $262 Million distributed in 5 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Avnet Inc with a value of $85M, Elevance Health, Inc. with a value of $82.9M, Ferguson PLC with a value of $61M, Copa Holdings, S.A. with a value of $33.3M, and Seadrill Limited with a value of $0.

Examining the 13F form we can see an increase of $24.6M in the current position value, from $238M to 262M.

Wishbone Management, LP is based out at Chicago, IL

Below you can find more details about Wishbone Management, LP portfolio as well as his latest detailed transactions.

Portfolio value $262 Million
Industrials: $94.3 Million
Technology: $85 Million
Healthcare: $82.9 Million
Energy: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.89B
$85 Million 32.41% of portfolio
1,650,000
Q1 2024 New
$129B
$82.9 Million 31.62% of portfolio
153,000
Q1 2024 Reduced 19.47%
$43.3B
$61 Million 23.27% of portfolio
315,000
Q2 2024 New
$2.64B
$33.3 Million 12.71% of portfolio
350,000
Q2 2024 New
$1.62B
$0 0.0% of portfolio
-
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 5
  • Current Value $262 Million
  • Prior Value $238 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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