Wishbone Management as of Dec. 31, 2022
Portfolio Holdings for Wishbone Management
Wishbone Management holds 9 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Capital One Financial (COF) | 21.0 | $68M | 730k | 92.96 | |
| Anthem (ELV) | 16.7 | $54M | 105k | 512.97 | |
| Ferguson SHS | 15.7 | $51M | 400k | 126.97 | |
| Alteryx Com Cl A | 14.6 | $47M | 931k | 50.67 | |
| Bank of America Corporation (BAC) | 12.8 | $41M | 1.3M | 33.12 | |
| Arco Platform Com Cl A | 12.1 | $39M | 2.9M | 13.50 | |
| Wayfair Cl A (W) | 3.6 | $12M | 350k | 32.89 | |
| Compass Cl A (COMP) | 2.9 | $9.3M | 4.0M | 2.33 | |
| Core & Main Cl A (CNM) | 0.6 | $2.1M | 108k | 19.31 |
