HedgeMountain

Wishbone Management, LP

Chicago, IL · CRD 283479
Hedge fund manager

Wishbone Management, LP is an SEC-registered investment adviser based in Chicago, IL that reports managing 1 hedge fund on Form ADV. It reports $1.1 billion in regulatory assets under management. Its private funds, of all types, hold $1.1 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated +13.4% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +24.3% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.

Regulatory assets under management
$1.1 billionForm ADV Item 5.F
Gross assets of private funds
$1.1 billionAll private fund types, Form ADV
Hedge funds managed
11 private funds in total
Employees
22Form ADV Item 5.A
Registration
SEC-registered adviserCRD 283479
Latest Form ADV
03/31/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD+13.4%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+24.3%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$231.7 million5 positions, 2026-06-30
$86$111$137Q3 2024Q1 2025Q3 2025Q1 202613F est. $124S&P 500 $137
QuarterEst. 13F returnS&P 500
Q2 2026+29.7%+14.8%
Q1 2026-12.6%-4.6%
Q4 2025+1.6%+2.4%
Q3 2025+2.0%+7.8%
Q2 2025+21.6%+10.4%
Q1 2025+1.7%-4.5%
Q4 2024-12.1%+2.1%
Q3 2024-2.7%+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • Copa Holdings SA F Class A$73.5 million
  • Avnet Inc$58.2 million
  • Roper Technologies Inc$45.7 million
  • CDW Corporation$28.1 million
  • Amazon Com Inc Com$26.2 million

As of 2026-06-30, from 13F filing by Wishbone Management, LP.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures