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CIK: 0001777734
Total reported value
$231.7M
$231.7M
4 檔
90.8%
According to the latest 13F quarterly dataset, Wishbone Management, LP managed an equity portfolio of $231.7M at the end of Q4 2024, spanning 4 distinct U.S. exchange-listed positions.
In Q4 2024, Wishbone Management, LP adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 1 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVT | Avnet Inc | Stock-Tech | 41.01% | -4.66% | — | |
| 2 | ELV | Elevance Health Inc | Stock-Healthcare | 26.64% | — | +10.14% | |
| 3 | CPA | Copa Holdings, S.A. | Stock-Other | 17.53% | -7.87% | — | |
| 4 | FERG | Ferguson Enterprises Inc | Stock-Industrials | 14.82% | — | -14.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVT | Avnet Inc | +8.9% | — | Unchanged |
| 2 | CPA | Copa Holdings, S.A. | +3.4% | — | Unchanged |
| 3 | ELV | Elevance Health Inc | +0.9% | +10.14% | Add |
| 4 | FERG | Ferguson Enterprises Inc | -0.1% | -14.43% | Trim |
| 5 | SDRL | Seadrill Limited | -13.1% | EXIT | Sold out |
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 Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AVT, ELV, CPA) accounted for 90.8% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
SDRL
前期市值: $36.7M
During Q4 2024, Wishbone Management, LP's top holdings by market value included AVT (41.0%)、ELV (26.6%)、CPA (17.5%). The largest single position, AVT, represented 41.0% of total portfolio value.
In Q4 2024, Wishbone Management, LP made 3 total portfolio adjustments, initiating 0 new buys, adding to 1 positions, trimming 1 holdings, and fully liquidating 1 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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