David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q2 2017)

As of Jun 30, 2017, 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 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.

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%	$110.80K	4,567,271
Q2 2017	BAX Baxter International Inc.	Baxter International Inc.	Sell	-562,302	-24.7%	$103.62K	1,711,643
Q2 2017	CARS Cars.com Inc.	Cars.com Inc.	Buy - Position Entry	+2,484,300	-	$66.16K	2,484,300
Q2 2017	COTY Coty Inc.	Coty Inc.	Buy	+1,070,936	+22.4%	$109.94K	5,860,088
Q2 2017	FMC FMC Corporation	FMC Corporation	Sell	-360,650	-30.8%	$59.32K	812,024
Q2 2017	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-713,800	-40.4%	$72.57K	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%	$23.14K	605,751