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CIK: 0001777734
Total reported value
$231.7M
$231.7M
4 檔
122.1%
At the close of Q1 2024, Wishbone Management, LP disclosed equity holdings valued at approximately $231.7M, spread across 4 reported holdings.
During Q1 2024, Wishbone Management, LP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVT | Avnet Inc | Stock-Tech | 28.92% | -4.66% | — | |
| 2 | ELV | Elevance Health Inc | Stock-Healthcare | 28.05% | — | — | |
| 3 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 27.03% | — | -26.24% | |
| 4 | SDRL | Seadrill Limited | Stock-Other | 16.00% | — | — |
According to official SEC Form 13F filings, Wishbone Management, LP reported a total U.S. public equity portfolio value of $231.7M across 4 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AVT, ELV, FERG) accounted for 122.1% of total reported equity market value during Q1 2024.
During Q1 2024, Wishbone Management, LP's top holdings by market value included AVT (28.9%)、ELV (28.1%)、FERG (27.0%). The largest single position, AVT, represented 28.9% of total portfolio value.
In Q1 2024, Wishbone Management, LP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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