Investor
Wishbone Management, LP
CIK 0001777734 · filed 2026-05-15 · SEC filing
13F book
$135.6M
Positions
4
2 new · 3 sold
Largest name
39.6%
Copa Holdings Sa
Est. mark
$5.56M
Price effect on 2 names still held. Flow −$104.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Copa Holdings Sa | — | 472.5K | $53.7M | 39.6% | −$3.31M | Held |
| Avnet Inc | AVT | 655K | $40.4M | 29.8% | $8.87M | Cut−$5.31M |
| Roper Technologies Inc | ROP | 90K | $31.8M | 23.5% | — | New |
| Microchip Technology Inc. | — | 150K | $9.69M | 7.1% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.