Wishbone Management as of Sept. 30, 2022
Portfolio Holdings for Wishbone Management
Wishbone Management holds 10 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Micron Technology (MU) | 18.3 | $64M | 1.3M | 50.10 | |
| Capital One Financial (COF) | 15.3 | $53M | 575k | 92.17 | |
| Anthem (ELV) | 13.7 | $48M | 105k | 454.24 | |
| Alteryx Com Cl A | 10.9 | $38M | 680k | 55.84 | |
| Signature Bank (SBNY) | 9.1 | $32M | 210k | 151.00 | |
| Wayfair Cl A (W) | 8.2 | $28M | 870k | 32.55 | |
| Uber Technologies (UBER) | 7.6 | $27M | 1.0M | 26.50 | |
| Arco Platform Com Cl A | 7.1 | $25M | 2.3M | 10.79 | |
| Meritage Homes Corporation (MTH) | 5.9 | $21M | 292k | 70.27 | |
| Compass Cl A (COMP) | 3.8 | $13M | 5.7M | 2.32 |
