Wishbone Management

Wishbone Management as of June 30, 2023

Portfolio Holdings for Wishbone Management

Wishbone Management holds 7 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital One Financial (COF) 23.6 $79M 720k 109.37
Ferguson SHS (FERG) 22.4 $75M 475k 157.31
Icici Bank Adr (IBN) 19.0 $64M 2.8M 23.08
Anthem (ELV) 18.0 $60M 135k 444.29
Arco Platform Com Cl A 10.5 $35M 2.9M 12.14
Ncino (NCNO) 3.4 $11M 378k 30.12
Compass Cl A (COMP) 3.1 $11M 3.0M 3.50