David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q4 2019)

As of Dec 31, 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 Q4 2019, the filing reported:

New Buys - Elevance Health, Inc.

Increases - None reported

Reductions - FMC Corporation, Alphabet Inc., Meta Platforms, Inc., Take-Two Interactive Software,

Complete Exits - None reported

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
Q4 2019	ELV Elevance Health, Inc.	Elevance Health, Inc.	Buy - Position Entry	+263,226	-	$79.50K	263,226
Q4 2019	FMC FMC Corporation	FMC Corporation	Sell	-1,272,256	-83.5%	$25.18K	252,299
Q4 2019	GOOGL Alphabet Inc.	Alphabet Inc.	Sell	-70	-0.1%	$183.22K	136,796
Q4 2019	META Meta Platforms, Inc.	Meta Platforms, Inc.	Sell	-572	-0.1%	$228.97K	1,115,571
Q4 2019	TTWO Take-Two Interactive Software,	Take-Two Interactive Software,	Sell	-224	-0.1%	$53.40K	436,196