Wishbone Management
Latest statistics and disclosures from Wishbone Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AVT, ELV, Ferguson Plc F, SDRL, and represent 100.00% of Wishbone Management's stock portfolio.
- Added to shares of these 2 stocks: AVT (+$82M), SDRL (+$45M).
- Started 2 new stock positions in AVT, SDRL.
- Reduced shares in these 2 stocks: , Ferguson Plc F (-$27M).
- Sold out of its position in IBN.
- Wishbone Management was a net buyer of stock by $38M.
- Wishbone Management has $283M in assets under management (AUM), dropping by 25.30%.
- Central Index Key (CIK): 0001777734
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Portfolio Holdings for Wishbone Management
Wishbone Management holds 4 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Avnet (AVT) | 28.9 | $82M | NEW | 1.7M | 49.58 |
|
| Anthem (ELV) | 28.0 | $79M | 153k | 518.54 |
|
|
| Ferguson SHS | 27.0 | $77M | -26% | 350k | 218.43 |
|
| Seadrill 2021 (SDRL) | 16.0 | $45M | NEW | 900k | 50.30 |
|
Past Filings by Wishbone Management
SEC 13F filings are viewable for Wishbone Management going back to 2019
- Wishbone Management 2024 Q1 filed May 15, 2024
- Wishbone Management 2023 Q4 filed Feb. 14, 2024
- Wishbone Management 2023 Q3 filed Nov. 14, 2023
- Wishbone Management 2023 Q2 filed Aug. 14, 2023
- Wishbone Management 2023 Q1 filed May 15, 2023
- Wishbone Management 2022 Q4 filed Feb. 13, 2023
- Wishbone Management 2022 Q3 filed Nov. 14, 2022
- Wishbone Management 2022 Q2 filed Aug. 15, 2022
- Wishbone Management 2022 Q1 filed May 13, 2022
- Wishbone Management 2021 Q4 filed Feb. 14, 2022
- Wishbone Management 2021 Q3 filed Nov. 15, 2021
- Wishbone Management 2021 Q2 filed Aug. 16, 2021
- Wishbone Management 2021 Q1 filed May 17, 2021
- Wishbone Management 2020 Q4 filed Feb. 16, 2021
- Wishbone Management 2020 Q3 filed Nov. 16, 2020
- Wishbone Management 2020 Q2 filed Aug. 14, 2020