Wishbone Management, Lp Portfolio Stock Holdings

Wishbone Management, Lp disclosed 4 stock positions valued at approximately $135.6 million in its latest SEC 13F filing. The largest holdings include COPA HOLDINGS SA, AVNET INC, and ROPER TECHNOLOGIES INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.

Report Period
March 31, 2026
No. of Stocks
4
Portfolio Value
$135.6M
Holdings by Sector
Wishbone Management, Lp Portfolio Holdings in Q1 2026

4 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
COPA HOLDINGS SAP31076105Other39.59%472,500--$53,680,725
AVNET INCAVTTechnology29.77%655,000-295,000-31.05%$40,361,100
ROPER TECHNOLOGIES INCROPTechnology23.49%90,000+90,000+100.00%$31,847,400
MICROCHIP TECHNOLOGY INC.MCHPTechnology7.15%150,000+150,000+100.00%$9,691,500
Wishbone Management, Lp Portfolio Stock Holdings | InsiderSet