David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q1 2019)
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, 2019. 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 2019, the filing reported:
New Buys - None reported
Reductions - Booking Holdings Inc. Common St, Meta Platforms, Inc.
Complete Exits - ServiceNow, Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 6 of 6 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2019
|
BKNG
Booking Holdings Inc. Common St
|
Sell |
-59,945
|
|
Q1 2019
|
CF
CF Industries Holdings, Inc.
|
Buy |
+2,361
|
|
Q1 2019
|
FMC
FMC Corporation
|
Buy |
+6,597
|
|
Q1 2019
|
GOOGL
Alphabet Inc.
|
Buy |
+298
|
|
Q1 2019
|
META
Meta Platforms, Inc.
|
Sell |
-209,988
|
|
Q1 2019
|
NOW
ServiceNow, Inc.
|
Sell - Position Exit |
-136,968
|