David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q4 2016)
As of Dec 31, 2016, 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 Q4 2016, the filing reported:
New Buys - Bank of America Corporation, Expedia Group, Inc., Mosaic Company (The), Sealed Air Corporation
Increases - Coty Inc., TripAdvisor, Inc.
Reductions - Baxter International Inc., FMC Corporation, Alphabet Inc., Microsoft Corporation, PayPal Holdings, Inc.
Complete Exits - Cable One, Inc., DaVita Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q4 2016
|
BAC
Bank of America Corporation
|
Buy - Position Entry |
+4,295,371
|
|
Q4 2016
|
BAX
Baxter International Inc.
|
Sell |
-433,956
|
|
Q4 2016
|
CABO
Cable One, Inc.
|
Sell - Position Exit |
-143,747
|
|
Q4 2016
|
COTY
Coty Inc.
|
Buy |
+2,614,094
|
|
Q4 2016
|
DVA
DaVita Inc.
|
Sell - Position Exit |
-647,760
|
|
Q4 2016
|
EXPE
Expedia Group, Inc.
|
Buy - Position Entry |
+511,739
|
|
Q4 2016
|
FMC
FMC Corporation
|
Sell |
-626,690
|
|
Q4 2016
|
GOOGL
Alphabet Inc.
|
Sell |
-45,801
|
|
Q4 2016
|
MOS
Mosaic Company (The)
|
Buy - Position Entry |
+1,378,760
|
|
Q4 2016
|
MSFT
Microsoft Corporation
|
Sell |
-591,003
|
|
Q4 2016
|
PYPL
PayPal Holdings, Inc.
|
Sell |
-469,215
|
|
Q4 2016
|
SEE
Sealed Air Corporation
|
Buy - Position Entry |
+1,653,235
|
|
Q4 2016
|
TRIP
TripAdvisor, Inc.
|
Buy |
+297,598
|