13F HOLDINGS REPORT
Wishbone Management, LP
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000919574-24-004558
Total Value
$309.7M
Positions
5
Other Managers
0
Confidential Omitted
No
Holdings (5)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVNET INC | AVT | 1,650,000 | $85.0M | 27.43% |
| 2 | ELEVANCE HEALTH INC | ELV | 153,000 | $82.9M | 26.77% |
| 3 | Ferguson PLC | FERG | 315,000 | $61.0M | 19.69% |
| 4 | Seadrill Ltd | g7997w102 | 923,310 | $47.6M | 15.35% |
| 5 | Copa Holdings SA | p31076105 | 350,000 | $33.3M | 10.76% |