David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q2 2020)

As of Jun 30, 2020, the Thunderbird Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2020. 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 2020, the filing reported:

New Buys - Hilton Worldwide Holdings Inc., Tapestry, Inc.

Increases - None reported

Reductions - Alphabet Inc., Meta Platforms, Inc., Take-Two Interactive Software,

Complete Exits - CF Industries Holdings, Inc., Elevance Health, 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 2020	CF CF Industries Holdings, Inc.	CF Industries Holdings, Inc.	Sell - Position Exit	-1,058,691	-100.0%	$0.00	-
Q2 2020	ELV Elevance Health, Inc.	Elevance Health, Inc.	Sell - Position Exit	-270,095	-100.0%	$0.00	-
Q2 2020	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-7,614	-6.5%	$155.65K	109,764
Q2 2020	HLT Hilton Worldwide Holdings Inc.	Hilton Worldwide Holdings Inc.	Buy - Position Entry	+582,015	-	$42.75K	582,015
Q2 2020	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-189,244	-19.7%	$175.02K	770,786
Q2 2020	TPR Tapestry, Inc.	Tapestry, Inc.	Buy - Position Entry	+3,821,882	-	$50.76K	3,821,882
Q2 2020	TTWO Take-Two Interactive Software,	Take-Two Interactive Software,	Sell	-155,477	-24.7%	$65.98K	472,736