Wishbone Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 13, 2026, Wishbone Management, Lp disclosed 5 stock positions valued at approximately $231.71M as of quarter-end June 30, 2026. The largest holdings include COPA HOLDINGS SA, AVNET INC, and ROPER TECHNOLOGIES INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 5
- Portfolio Value
- $231.71M
Holdings by Sector
Wishbone Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| COPA HOLDINGS SA | CPA | Industrials | 31.72% | 472,500 | - | - | $73,506,825 |
| AVNET INC | AVT | Technology | 25.11% | 655,000 | - | - | $58,177,100 |
| ROPER TECHNOLOGIES INC | ROP | Technology | 19.72% | 135,000 | +45,000 | +50.00% | $45,682,650 |
| CDW CORP | CDW | Technology | 12.14% | 200,000 | +200,000 | +100.00% | $28,128,000 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 11.31% | 110,000 | +110,000 | +100.00% | $26,217,400 |
Showing 5 of 5 holdings in the latest reporting period.