David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q4 2018)
According to the SEC 13F filed on May 14, 2025, the Thunderbird Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2018. 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.
Showing 7 of 7 transactions.
| 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
|