Wishbone Management, LP Portfolio Holdings

Wishbone Management, LP

$138 Million
Q1 2025

Wishbone Management, LP has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $138 Million distributed in 4 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Avnet Inc with a value of $62M, Copa Holdings, S.A. with a value of $43.7M, Lightspeed Commerce Inc. with a value of $32.2M, and Ferguson Enterprises Inc with a value of $0.

Examining the 13F form we can see an decrease of $41.5M in the current position value, from $179M to 138M.

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 $138 Million

Technology: $94.2 Million

Industrials: $43.7 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AVT Avnet Inc Technology	$4.8B	$62 Million 44.99% of portfolio	1,290,000	Q1 2025 Reduced 21.82%
CPA Copa Holdings, S.A. Industrials	$3.1B	$43.7 Million 31.69% of portfolio	472,500	Q1 2025 Added 12.5%
LSPD Lightspeed Commerce Inc. Technology	$1.73B	$32.2 Million 23.32% of portfolio	3,675,000	Q1 2025 New
Ferguson Enterprises Inc	-	$0 0.0% of portfolio	-	Q4 2024 Reduced 14.43%

Summary

Portfolio
No. of Stocks 4
Current Value $138 Million
Prior Value $179 Million
Filing
Period Q1 2025
Filing Date May 14, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 1 stocks
Additional Purchases 1 stocks
Sold out of 0 stocks
Reduced holdings in 1 stocks

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Wishbone Management, LP Portfolio Holdings