Wishbone Management as of March 31, 2023
Portfolio Holdings for Wishbone Management
Wishbone Management holds 9 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Capital One Financial (COF) | 20.2 | $70M | 730k | 96.16 | |
| Ferguson SHS (FERG) | 18.3 | $64M | 475k | 133.75 | |
| Icici Bank Adr (IBN) | 17.1 | $59M | 2.8M | 21.58 | |
| Anthem (ELV) | 13.9 | $48M | 105k | 459.81 | |
| Alteryx Com Cl A | 12.7 | $44M | 750k | 58.84 | |
| Arco Platform Com Cl A | 9.2 | $32M | 2.9M | 10.96 | |
| Core & Main Cl A (CNM) | 3.0 | $10M | 450k | 23.10 | |
| Compass Cl A (COMP) | 2.8 | $9.7M | 3.0M | 3.23 | |
| Ncino (NCNO) | 2.7 | $9.4M | 378k | 24.78 |
