Wishbone Management, LP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Wishbone Management, LP disclosed 4 US equity positions worth $166.7m in its Q1 2025 13F filing. The largest position was AVT at 37.2% of the reported book, followed by COPA HOLDINGS SA and LSPD. Against the Q4 2024 filing, it opened 1 new position, added to 1 and reduced 1 among the top 4 holdings.
What did Wishbone Management, LP own in Q1 2025? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | AVT AVNET INC | Technology | 37.2% | $62.0m | 1,290,000 | -22% | reduced |
| 2 | COPA HOLDINGS SA | 26.2% | $43.7m | 472,500 | 12% | added | |
| 3 | LSPD LIGHTSPEED COMMERCE INC | Technology | 19.3% | $32.2m | 3,675,000 | – | new |
| 4 | FERG FERGUSON ENTERPRISES INC | Industrials | 17.3% | $28.8m | 179,697 | 0% | held |
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.