Wishbone Management, LP — Q1 2024 13F-HR

← Wishbone Management, LP

Q1 2024 · 13F-HR

Wishbone Management, LPholdings as filed

Filed 2024-05-15 · accession 0000919574-24-003008

$282.9M

Reported value

Positions

2024-03-31

Period end

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Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
053807103	AVT	AVNET INC	$81.8M	28.9%	1,650,000	Common	SOLE
036752103	ELV	ELEVANCE HEALTH INC	$79.3M	28.0%	153,000	Common	SOLE
G3421J106	FERG1GBX	FERGUSON PLC NEW	$76.5M	27.0%	350,000	Common	SOLE
G7997W102	SDRL	SEADRILL 2021 LTD	$45.3M	16.0%	900,000	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.