David Jeffrey Fear - Thunderbird Partners Portfolio Position Sizes (Q1 2025)

According to the SEC 13F filed on May 14, 2025, the Thunderbird Partners portfolio balances reported a total equity value of $113.26M across 8 publicly traded holdings as of quarter-end Mar 31, 2025.

The portfolio balances highlight UNITEDHEALTH GROUP INC (UNH) as the single largest position, accounting for 39.9% of total equity value, followed by ILLUMINA INC (ILMN), THE CIGNA GROUP (CI), WESTERN DIGITAL CORP (WDC), and others. Collectively, the top five holdings represent 79.3% of the portfolio, showing how capital is distributed among core positions and long-term investments.