Wishbone Management, LP 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Wishbone Management, LP disclosed 5 US equity positions worth $279.2m in its Q3 2024 13F filing. The largest position was AVT at 32.1% of the reported book, followed by ELV and FERG.
What did Wishbone Management, LP own in Q3 2024? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | AVT AVNET INC | Technology | 32.1% | $89.6m | 1,650,000 | – | |
| 2 | ELV ELEVANCE HEALTH INC | Healthcare | 25.7% | $71.8m | 138,000 | – | |
| 3 | FERG FERGUSON ENTERPRISES INC | Industrials | 14.9% | $41.7m | 210,000 | – | |
| 4 | COPA HOLDINGS SA | 14.1% | $39.4m | 420,000 | – | ||
| 5 | SEADRILL 2021 LTD | 13.1% | $36.7m | 923,310 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.