Wishbone Management, LP 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Wishbone Management, LP disclosed 4 US equity positions worth $135.6m in its Q1 2026 13F filing. The largest position was COPA HOLDINGS SA at 39.6% of the reported book, followed by AVT and ROP.
What did Wishbone Management, LP own in Q1 2026? Top 4 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | COPA HOLDINGS SA | 39.6% | $53.7m | 472,500 | – | ||
| 2 | AVT AVNET INC | Technology | 29.8% | $40.4m | 655,000 | – | |
| 3 | ROP ROPER TECHNOLOGIES INC | Technology | 23.5% | $31.8m | 90,000 | – | |
| 4 | MCHP MICROCHIP TECHNOLOGY INC. | Technology | 7.1% | $9.7m | 150,000 | – |
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.