David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q1 2019)

As of Mar 31, 2019, the Thunderbird Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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

Increases - CF Industries Holdings, Inc., FMC Corporation, Alphabet Inc.

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.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2019	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Sell	-59,945	-75.9%	$33.18K	19,014
Q1 2019	CF CF Industries Holdings, Inc.	CF Industries Holdings, Inc.	Buy	+2,361	+0.2%	$43.20K	1,056,746
Q1 2019	FMC FMC Corporation	FMC Corporation	Buy	+6,597	+0.2%	$224.59K	2,923,553
Q1 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+298	+0.2%	$155.66K	132,266
Q1 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-209,988	-16.8%	$173.82K	1,042,754
Q1 2019	NOW ServiceNow, Inc.	ServiceNow, Inc.	Sell - Position Exit	-136,968	-100.0%	$0.00	-