2 followers

David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q2 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 Jun 30, 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 Q2 2017, the filing reported:

New Buys - Cars.com Inc.

Increases - Bank of America Corporation, Coty Inc.

Reductions - Baxter International Inc., FMC Corporation, Microsoft Corporation, TripAdvisor, Inc.

Complete Exits - PayPal Holdings, Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Showing 8 of 8 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2017	BAC Bank of America Corporation	Bank of America Corporation	Buy	+267,814	+6.2%	$110.80M	4,567,271
Q2 2017	BAX Baxter International Inc.	Baxter International Inc.	Sell	-562,302	-24.7%	$103.62M	1,711,643
Q2 2017	CARS Cars.com Inc.	Cars.com Inc.	Buy - Position Entry	+2,484,300	-	$66.16M	2,484,300
Q2 2017	COTY Coty Inc.	Coty Inc.	Buy	+1,070,936	+22.4%	$109.94M	5,860,088
Q2 2017	FMC FMC Corporation	FMC Corporation	Sell	-360,650	-30.8%	$59.32M	812,024
Q2 2017	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-713,800	-40.4%	$72.57M	1,052,778
Q2 2017	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell - Position Exit	-1,384,167	-100.0%	$0.00	-
Q2 2017	TRIP TripAdvisor, Inc.	TripAdvisor, Inc.	Sell	-643,044	-51.5%	$23.14M	605,751