Wishbone Management, LP
Long book
$135.6M
Q1 2026
Positions
4
Top-10 weight
100%
concentration
Last quarter
+27.3%
SPY +14.8%
Turnover
71%
of book per quarter
Strategy in plain words
auto-generated from filingsWishbone Management, LP is a diversified fundamental manager, running a $135.6M US long book across 4 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: COPA HOLDINGS SA-CLASS A, AVNET INC, ROPER TECHNOLOGIES INC, MICROCHIP TECHNOLOGY INC.
Over the last 9 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+4.1%
Q2 2024
-3.5%
Q3 2024
-11.1%
Q4 2024
+2.0%
Q1 2025
+22.4%
Q2 2025
+2.6%
Q3 2025
+2.3%
Q4 2025
-12.2%
Q1 2026
+27.3%
Sector allocation
Industrials 40%
Technology 31%
Consumer discretionary 30%
Long book by quarter
What does Wishbone Management, own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 4 | $135.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 13, 2026 | 5 | $234.2M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 4 | $186.0M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 4 | $221.0M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 4 | $166.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 4 | $210.5M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 5 | $279.2M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 5 | $309.7M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 4 | $282.9M | canonical | SEC ↗ |
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