David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q1 2017)
According to the SEC 13F filed on May 14, 2025, the Thunderbird Partners portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2017. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2017, the filing reported:
New Buys - Comcast Corporation
Increases - Bank of America Corporation, Coty Inc., Expedia Group, Inc., Alphabet Inc., Microsoft Corporation
Complete Exits - Mosaic Company (The), Sealed Air Corporation
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 12 of 12 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
BAC
Bank of America Corporation
|
Buy |
+4,086
|
|
Q1 2017
|
BAX
Baxter International Inc.
|
Sell |
-209,945
|
|
Q1 2017
|
CMCSA
Comcast Corporation
|
Buy - Position Entry |
+2,355,442
|
|
Q1 2017
|
COTY
Coty Inc.
|
Buy |
+5,800
|
|
Q1 2017
|
EXPE
Expedia Group, Inc.
|
Buy |
+84,721
|
|
Q1 2017
|
FMC
FMC Corporation
|
Sell |
-752,823
|
|
Q1 2017
|
GOOGL
Alphabet Inc.
|
Buy |
+92
|
|
Q1 2017
|
MOS
Mosaic Company (The)
|
Sell - Position Exit |
-1,378,760
|
|
Q1 2017
|
MSFT
Microsoft Corporation
|
Buy |
+186,788
|
|
Q1 2017
|
PYPL
PayPal Holdings, Inc.
|
Sell |
-238,209
|
|
Q1 2017
|
SEE
Sealed Air Corporation
|
Sell - Position Exit |
-1,653,235
|
|
Q1 2017
|
TRIP
TripAdvisor, Inc.
|
Sell |
-406,021
|