$283 Million is the total value of Wishbone Management, LP's 4 reported holdings in Q1 2024. The portfolio turnover from Q4 2023 to Q1 2024 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVT | New | AVNET INC | $81,807,000 | – | 1,650,000 | +100.0% | 28.92% | – |
| ANTM | ELEVANCE HEALTH INC | $79,336,620 | +10.0% | 153,000 | 0.0% | 28.05% | -12.2% | |
| FERG | Sell | FERGUSON PLC NEW | $76,450,500 | -16.5% | 350,000 | -26.2% | 27.03% | -33.4% |
| New | SEADRILL 2021 LTD | $45,270,000 | – | 900,000 | +100.0% | 16.00% | – | |
| IBN | Exit | ICICI BANK LIMITEDadr | $0 | – | -2,600,000 | -100.0% | -27.46% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ELEVANCE HEALTH INC | 14 | Q2 2024 | 32.0% |
| UBER TECHNOLOGIES INC | 12 | Q3 2022 | 21.2% |
| UNITEDHEALTH GROUP INC | 10 | Q1 2022 | 23.7% |
| ARCO PLATFORM LTD | 10 | Q3 2023 | 14.2% |
| WAYFAIR INC | 9 | Q4 2022 | 17.1% |
| Yandex NV Shs | 9 | Q4 2021 | 7.7% |
| MICRON TECHNOLOGY INC | 8 | Q3 2022 | 23.6% |
| FERGUSON PLC NEW | 7 | Q2 2024 | 40.6% |
| COMPASS INC | 7 | Q3 2023 | 11.8% |
| Alibaba Group Sh ADR | 6 | Q1 2021 | 23.4% |
View Wishbone Management, LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-28 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| SC 13D | 2023-08-17 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| SC 13G/A | 2023-02-14 |
| 13F-HR | 2023-02-13 |
View Wishbone Management, LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.