SEC 13F Intelligence

Wishbone Management, LP / W

Wishbone Management, LP’s Wayfair Inc Position

Does Wishbone Management, LP own Wayfair Inc (W)? Not currently — the last reported position was 350.0K shares worth $12M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$12M
Q4 2022
Shares
350.0K
% of Portfolio
+3.56%
Quarters Held
9
position exited

Position History W

Reported value by quarter
Q4 ’19: $74MQ4 ’19Q1 ’20: $29MQ2 ’20: $42MQ2 ’20Q3 ’21: $43MQ4 ’21: $102MQ4 ’21Q1 ’22: $81MQ2 ’22: $39MQ2 ’22Q3 ’22: $28MQ4 ’22: $12MQ4 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2022350.0K$12M+3.56%
Q3 2022870.0K$28M+8.15%
Q2 2022900.0K$39M+14.28%
Q1 2022730.5K$81M+15.86%
Q4 2021535.0K$102M+13.83%
Q3 2021170.0K$43M+5.99%
Q2 2020215.0K$42M+10.53%
Q1 2020540.0K$29M+8.66%
Q4 2019822.6K$74M+17.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wishbone Management, LP’s full portfolio or all institutional holders of W.