Wishbone Management, LP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Wishbone Management, LP disclosed 4 US equity positions worth $210.5m in its Q4 2024 13F filing. The largest position was AVT at 41.0% of the reported book, followed by ELV and COPA HOLDINGS SA. Against the Q3 2024 filing, it opened 0 new positions, added to 1 and reduced 1 among the top 4 holdings.
What did Wishbone Management, LP own in Q4 2024? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AVT AVNET INC | Technology | 41.0% | $86.3m | 1,650,000 | 0% | held |
| 2 | ELV ELEVANCE HEALTH INC | Healthcare | 26.6% | $56.1m | 152,000 | 10% | added |
| 3 | COPA HOLDINGS SA | 17.5% | $36.9m | 420,000 | 0% | held | |
| 4 | FERG FERGUSON ENTERPRISES INC | Industrials | 14.8% | $31.2m | 179,697 | -14% | reduced |
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.