Wishbone Management, LP — Q1 2025 13F-HR

← Wishbone Management, LP

Q1 2025 · 13F-HR

Wishbone Management, LPholdings as filed

Filed 2025-05-15 · accession 0000919574-25-003042

$166.7M

Reported value

Positions

2025-03-31

Period end

View analyzed profile →PRO

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
053807103	AVT	AVNET INC	$62.0M	37.2%	1,290,000	Common	SOLE
P31076105	CPA	COPA HOLDINGS SA	$43.7M	26.2%	472,500	Common	SOLE
53229C107	LSPD	LIGHTSPEED COMMERCE INC	$32.2M	19.3%	3,675,000	Common	SOLE
31488V107	FERG	FERGUSON ENTERPRISES INC	$28.8M	17.3%	179,697	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.