Q2 2024 · 13F-HR
Wishbone Management, LPholdings as filed
Filed 2024-08-14 · accession 0000919574-24-004558
$309.7M
Reported value
5
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 053807103 | AVT | AVNET INC | $85.0M | 27.4% | 1,650,000 | Common | SOLE |
| 036752103 | ELV | ELEVANCE HEALTH INC | $82.9M | 26.8% | 153,000 | Common | SOLE |
| g3421j106 | — | Ferguson PLC | $61.0M | 19.7% | 315,000 | Common | SOLE |
| g7997w102 | — | Seadrill Ltd | $47.6M | 15.4% | 923,310 | Common | SOLE |
| p31076105 | — | Copa Holdings SA | $33.3M | 10.8% | 350,000 | 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.