David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q3 2024)
According to the SEC 13F filed on Nov 14, 2024, the Thunderbird Partners portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2024. 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 2024, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - TAL Education Group, UnitedHealth Group Incorporated
Complete Exits - New Oriental Education & Techno, VanEck Junior Gold Miners ETF, Alphabet Inc., Harley-Davidson, Inc., JD.com, Inc., and 3 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Showing 10 of 10 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2024
|
EDU
New Oriental Education & Techno
|
Sell - Position Exit |
-390,822
|
|
Q3 2024
|
GDXJ
VanEck Junior Gold Miners ETF
|
Sell - Position Exit |
-272,286
|
|
Q3 2024
|
GOOGL
Alphabet Inc.
|
Sell - Position Exit |
-80,808
|
|
Q3 2024
|
HOG
Harley-Davidson, Inc.
|
Sell - Position Exit |
-80,838
|
|
Q3 2024
|
JD
JD.com, Inc.
|
Sell - Position Exit |
-1,116,363
|
|
Q3 2024
|
PDD
PDD Holdings Inc.
|
Sell - Position Exit |
-254,238
|
|
Q3 2024
|
STX
Seagate Technology
|
Sell - Position Exit |
-490,160
|
|
Q3 2024
|
TAL
TAL Education Group
|
Sell |
-703,086
|
|
Q3 2024
|
UNH
UnitedHealth Group Incorporated
|
Sell |
-35,517
|
|
Q3 2024
|
WDC
Western Digital Corporation
|
Sell - Position Exit |
-776,989
|