David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q4 2018)
As of Dec 31, 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 Q4 2018, the filing reported:
New Buys - ServiceNow, Inc.
Increases - Booking Holdings Inc. Common St, CF Industries Holdings, Inc., Alphabet Inc., Meta Platforms, Inc.
Reductions - None reported
Complete Exits - Comcast Corporation, Liberty Media Corp Formula One Group
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 2018
|
BKNG
Booking Holdings Inc. Common St
|
Buy |
+55,374
|
|
Q4 2018
|
CF
CF Industries Holdings, Inc.
|
Buy |
+234,704
|
|
Q4 2018
|
CMCSA
Comcast Corporation
|
Sell - Position Exit |
-3,646,842
|
|
Q4 2018
|
FWONK
Liberty Media Corp Formula One Group
|
Sell - Position Exit |
-2,503,597
|
|
Q4 2018
|
GOOGL
Alphabet Inc.
|
Buy |
+14,653
|
|
Q4 2018
|
META
Meta Platforms, Inc.
|
Buy |
+317,768
|
|
Q4 2018
|
NOW
ServiceNow, Inc.
|
Buy - Position Entry |
+136,968
|