David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q4 2024)
According to the SEC 13F filed on Feb 14, 2025, the Thunderbird Partners portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 Q4 2024, the filing reported:
New Buys - Illumina, Inc.
Increases - UnitedHealth Group Incorporated
Reductions - None reported
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.
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