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David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q3 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 Sep 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 Q3 2017, the filing reported:

New Buys - Liberty Media Corp Formula One Group

Increases - Bank of America Corporation, Comcast Corporation, Coty Inc., Expedia Group, Inc., Alphabet Inc.

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

Complete Exits - Cars.com Inc., TripAdvisor, Inc.

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

Showing 11 of 11 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q3 2017	BAC Bank of America Corporation	Bank of America Corporation	Buy	+1,301	+0.0%	$115.77M	4,568,572
Q3 2017	BAX Baxter International Inc.	Baxter International Inc.	Sell	-86,144	-5.0%	$102.00M	1,625,499
Q3 2017	CARS Cars.com Inc.	Cars.com Inc.	Sell - Position Exit	-2,484,300	-100.0%	$0.00	-
Q3 2017	CMCSA Comcast Corporation	Comcast Corporation	Buy	+797,157	+33.8%	$121.31M	3,152,599
Q3 2017	COTY Coty Inc.	Coty Inc.	Buy	+2,011	+0.0%	$96.90M	5,862,099
Q3 2017	EXPE Expedia Group, Inc.	Expedia Group, Inc.	Buy	+229	+0.0%	$85.89M	596,689
Q3 2017	FMC FMC Corporation	FMC Corporation	Sell	-589,505	-72.6%	$19.87M	222,519
Q3 2017	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Buy - Position Entry	+2,490,397	-	$94.86M	2,490,397
Q3 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+39	+0.0%	$100.75M	103,464
Q3 2017	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-197,279	-18.7%	$63.73M	855,499
Q3 2017	TRIP TripAdvisor, Inc.	TripAdvisor, Inc.	Sell - Position Exit	-605,751	-100.0%	$0.00	-