13F HOLDINGS REPORT
Wishbone Management, LP
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000919574-25-003042
Total Value
$166.7M
Positions
4
Other Managers
0
Confidential Omitted
No
Holdings (4)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVNET INC | AVT | 1,290,000 | $62.0M | 37.22% |
| 2 | COPA HOLDINGS SA | CPA | 472,500 | $43.7M | 26.21% |
| 3 | LIGHTSPEED COMMERCE INC | LSPD | 3,675,000 | $32.2M | 19.29% |
| 4 | FERGUSON ENTERPRISES INC | FERG | 179,697 | $28.8M | 17.28% |