David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q3 2018)

As of Sep 30, 2018, 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 Q3 2018, the filing reported:

New Buys - None reported

Increases - Booking Holdings Inc. Common St, Comcast Corporation, FMC Corporation, Liberty Media Corp Formula One Group, Alphabet Inc., and 1 more

Reductions - CF Industries Holdings, Inc.

Complete Exits - None reported

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
Q3 2018	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy	+100	+0.4%	$46.79K	23,585
Q3 2018	CF CF Industries Holdings, Inc.	CF Industries Holdings, Inc.	Sell	-788,958	-49.0%	$44.62K	819,681
Q3 2018	CMCSA Comcast Corporation	Comcast Corporation	Buy	+12,923	+0.4%	$129.13K	3,646,842
Q3 2018	FMC FMC Corporation	FMC Corporation	Buy	+1,020,274	+53.8%	$254.30K	2,916,956
Q3 2018	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Buy	+8,900	+0.4%	$93.11K	2,503,597
Q3 2018	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+414	+0.4%	$141.61K	117,315
Q3 2018	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+578,553	+162.3%	$153.77K	934,974