Wishbone Management, LP

Portfolio Overview

Wishbone Management, LP presents a highly concentrated, high-conviction investment portfolio that has undergone a significant transformation in capital allocation over the reported quarter. As of the report date September 30, 2025, the firm manages approximately $118.56 million in total 13F assets, a sharp decrease of 46.3% from the $220.96 million reported in the previous quarter. This reduction in portfolio value is driven by a combination of asset reallocation and mark...