David Jeffrey Fear - Thunderbird Partners Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 14, 2025 | |
| Total Stocks | 8 | |
| Portfolio Value | $113.26M |
Thunderbird Partners Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 1.2 years | Style | Average duration positions are maintained |
| Position Count | 20 | Style | Number of active positions in portfolio |
| Position Size | 9.3% | Risk | Typical allocation per position |
| Win Rate | 50.0% | Performance | Percentage of profitable positions |
| Average Return | -2.3% | Performance | Mean return across positions |
| Sharpe Ratio | -0.06 | Performance | Return per unit of risk taken |
Investment Case Study: UNITEDHEALTH GROUP INC (UNH)
6/30/2024 - 7/5/2025
Performance Metrics
Total Return: 7.81%
Holding Period: 370 days
Max Position Size: $46,228,586.00
Position Weight: 40.47%
Key Events
6/30/2024: ENTRY(90,776.00 shares) @ $509.26
9/30/2024: DECREASE(-35,517.00 shares) @ $584.68
12/31/2024: INCREASE(12,857.00 shares) @ $505.86
3/31/2025: INCREASE(18,245.00 shares) @ $523.75
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure