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Wishbone Management, Lp Top Holdings and 13F Report (2025)

About Wishbone Management, Lp

Investment Activity

  • Wishbone Management, Lp has $210.50 million in total holdings as of December 31, 2024.
  • Wishbone Management, Lp owns shares of 4 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 2.45% of the portfolio was purchased this quarter.
  • About 19.93% of the portfolio was sold this quarter.
  • This quarter, Wishbone Management, Lp has purchased 5 new stocks and bought additional shares in 1 stock.
  • Wishbone Management, Lp sold shares of 1 stock and completely divested from 1 stock this quarter.

Largest Holdings

Avnet
$86,328,000
Elevance Health
$56,072,800
Copa
$36,909,600
FERGUSON ENTERPRISES INC
$31,190,008

Largest Purchases this Quarter

Elevance Health
14,000 shares (about $5.16M)

Largest Sales this Quarter

FERGUSON ENTERPRISES INC
30,303 shares (about $5.26M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWishbone Management, Lp

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Avnet, Inc. stock logo
AVT
Avnet
$86,328,0000.0%1,650,00041.0%Computer and Technology
Elevance Health, Inc. stock logo
ELV
Elevance Health
$56,072,800$5,164,600 10.1%152,00026.6%Medical
Copa Holdings, S.A. stock logo
CPA
Copa
$36,909,6000.0%420,00017.5%Transportation
FERGUSON ENTERPRISES INC
$31,190,008$5,259,692 -14.4%179,69714.8%COMMON STOCK NEW
Seadrill Limited stock logo
SDRL
Seadrill
$0$36,692,339 -100.0%00.0%Oils/Energy

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data