Wishbone Management, LP — Q3 2025 13F-HR

← Wishbone Management, LP

Q3 2025 · 13F-HR

Wishbone Management, LPholdings as filed

Filed 2025-11-14 · accession 0000919574-25-006766

$186.0M

Reported value

Positions

2025-09-30

Period end

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The Brief · Wishbone Management, LP · Q3 2025

AI · grounded in 13F

Wishbone Management, LP established a new position in AVT valued at $67.4M. The fund also initiated new stakes in CPA for $56.1M and LSPD for $47.3M. Additionally, the manager added EPAM to the portfolio with a $15.1M investment.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
053807103	AVT	AVNET INC	$67.4M	36.3%	1,290,000	Common	SOLE
P31076105	CPA	COPA HOLDINGS SA	$56.1M	30.2%	472,500	Common	SOLE
53229C107	LSPD	LIGHTSPEED COMMERCE INC	$47.3M	25.4%	4,098,304	Common	SOLE
29414B104	EPAM	EPAM SYS INC	$15.1M	8.11%	100,000	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.