Asset Manager
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Wishbone Management, LP
Market Value
$221M
+32.6%
Holdings
5
New Purchases
1
Added To
1
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
40.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 1 | $50M | 22.5% |
| Large Cap | 1 | $0 | 0.0% |
| Mid Cap | 2 | $120M | 54.5% |
| Small Cap | 1 | $51M | 23.0% |
Portfolio Analytics
Avg Market Cap
$633.3B
Median Market Cap
$7.0B
Avg P/E
21.7
Median P/E
22.9
Avg Dividend Yield
0.02%
Avg Beta
1.25
# Stocks
5
# ETFs / Funds
0
Top Holdings (5 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | AVT | 30.99% | 1,290,000 | $68M | $53.08 | $6M | — | — | |
| 2 | CPA | 23.52% | 472,500 | $52M | $109.97 | $8M | — | — | |
| 3 | LSPD | 22.98% | 4,336,726 | $51M | $11.71 | $19M | +661,726 | +18.0% | |
| 4 | MSFT | 22.51% | 100,000 | $50M | $497.41 | — | +100,000 | — | NEW |
| 5 | FERG | —% | — | — | — | -$29M | -179,697 | -100.0% | SOLD |