David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q3 2019)

As of Sep 30, 2019, 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 2019, the filing reported:

New Buys - None reported

Increases - Alphabet Inc., Meta Platforms, Inc.

Reductions - CF Industries Holdings, Inc., FMC Corporation, Take-Two Interactive Software,

Complete Exits - Booking Holdings Inc. Common St

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 2019	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Sell - Position Exit	-19,014	-100.0%	$0.00	-
Q3 2019	CF CF Industries Holdings, Inc.	CF Industries Holdings, Inc.	Sell	-2,829	-0.3%	$51.85K	1,053,917
Q3 2019	FMC FMC Corporation	FMC Corporation	Sell	-1,032,748	-40.4%	$133.67K	1,524,555
Q3 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+4,600	+3.5%	$167.13K	136,866
Q3 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy	+73,389	+7.0%	$198.76K	1,116,143
Q3 2019	TTWO Take-Two Interactive Software,	Take-Two Interactive Software,	Sell	-1,153	-0.3%	$54.70K	436,420