Wishbone Management

Latest statistics and disclosures from Wishbone Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are AVT, ELV, CPA, FERG, and represent 100.00% of Wishbone Management's stock portfolio.
  • Added to shares of these 1 stock: ELV (+$5.2M).
  • Reduced shares in these 2 stocks: SDRL (-$37M), FERG (-$5.3M).
  • Sold out of its position in SDRL.
  • Wishbone Management was a net seller of stock by $-37M.
  • Wishbone Management has $211M in assets under management (AUM), dropping by -24.60%.
  • Central Index Key (CIK): 0001777734

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Positions held by Wishbone Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wishbone Management

Wishbone Management holds 4 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Avnet (AVT) 41.0 $86M 1.7M 52.32
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Anthem (ELV) 26.6 $56M +10% 152k 368.90
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Copa Holdings Sa Cl A (CPA) 17.5 $37M 420k 87.88
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Ferguson Enterprises Common Stock New (FERG) 14.8 $31M -14% 180k 173.57
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Past Filings by Wishbone Management

SEC 13F filings are viewable for Wishbone Management going back to 2019

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