13F HOLDINGS REPORT
Wishbone Management, LP
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000919574-23-001109
Total Value
$323.1M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CAPITAL ONE FINL CORP | 14040H105 | 730,000 | $67.9M | 21.00% |
| 2 | ELEVANCE HEALTH INC | ELV | 105,000 | $53.9M | 16.67% |
| 3 | FERGUSON PLC NEW | G3421J106 | 400,000 | $50.8M | 15.72% |
| 4 | ALTERYX INC | 02156B103 | 931,333 | $47.2M | 14.60% |
| 5 | BANK AMERICA CORP | 060505104 | 1,250,000 | $41.4M | 12.81% |
| 6 | ARCO PLATFORM LTD | G04553106 | 2,895,932 | $39.1M | 12.10% |
| 7 | WAYFAIR INC | W | 350,000 | $11.5M | 3.56% |
| 8 | COMPASS INC | COMP | 4,000,000 | $9.3M | 2.88% |
| 9 | CORE & MAIN INC | CNM | 108,413 | $2.1M | 0.65% |