Q2 2023 · 13F-HR
Wishbone Management, LPholdings as filed
Filed 2023-08-14 · accession 0000919574-23-004560
$334.0M
Reported value
7
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 14040H105 | COF | CAPITAL ONE FINL CORP | $78.7M | 23.6% | 720,000 | Common | SOLE |
| G3421J106 | FERG1GBX | FERGUSON PLC NEW | $74.7M | 22.4% | 475,000 | Common | SOLE |
| 45104G104 | IBN | ICICI BANK LIMITED | $63.5M | 19.0% | 2,750,000 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $60.0M | 18.0% | 135,000 | Common | SOLE |
| G04553106 | — | ARCO PLATFORM LTD | $35.2M | 10.5% | 2,895,932 | Common | SOLE |
| 63947X101 | NCNO | NCINO INC | $11.4M | 3.41% | 377,761 | Common | SOLE |
| 20464U100 | COMP | COMPASS INC | $10.5M | 3.14% | 3,000,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.