David Jeffrey Fear
Thunderbird Partners
Thunderbird Partners Portfolio 13F
David Jeffrey Fear Holdings Activity
- Portfolio value:
- $389.73M≈ (-$74M≈)
- Previous value:
- $463.61M≈
- # of changes:
- 12
- New positions:
- 1
- Reported for:
- 31 Mar 2024 (Q1)
- Latest filing date:
- 15 May 2024
Thunderbird Partners has disclosed a total of 12 changes to the portfolio in the (2024 Q1) SEC report(s): increased the number of shares of 1, bought 1 totally new, decreased the number of shares of 9 and completely sold out 1 position(s).
What did David Jeffrey Fear invest in during 2024 Q1?
In the 2024 Q1 report(s) the following changes have been made to the top investments: (SIX) Six Flags Entertainment New (reduced shares -7.45%), (WDC) Western Digital Corp (reduced shares -7.45%), (STX) SEAGATE TECHNOLOGY ULC (reduced shares -11.90%), (JD) JD.com Inc Adr (added shares +29.25%) and (EDU) New Oriental Education & Technology (reduced shares -7.45%).
12 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
VanEck Junior Gold Miners ETF
|
new
|
+157,910
|
157,910
|
+1.57%
|
$38.74
|
+147.81%($96.00)
|
1.57%
|
2024 Q1
|
≈ 0.25 years
|
|
|
|
JD.com Inc Adr
|
+29.25%
|
+349,033
|
1,542,317
|
+2.45%
|
$27.39
|
+20.01%($32.87)
|
10.84%
|
2022 Q4
|
≈ 1.50 years
|
|
|
|
Western Digital Corp
|
-7.45%
|
-70,398
|
875,159
|
-1.04%
|
$68.24
|
+718.76%($558.72)
|
15.32%
|
2020 Q3
|
≈ 3.75 years
|
|
|
|
Six Flags Entertainment New
|
-7.45%
|
-300,048
|
3,730,027
|
-1.7%
|
$26.32
|
|
25.19%
|
2020 Q3
|
≈ 3.75 years
|
|
|
|
TAL Education Group
|
-7.45%
|
-187,157
|
2,326,612
|
-0.46%
|
$11.35
|
+9.74%($12.46)
|
6.78%
|
2022 Q3
|
≈ 1.75 years
|
|
|
|
New Oriental Education & Technology
|
-7.45%
|
-38,016
|
472,588
|
-0.71%
|
$86.82
|
-32.74%($58.40)
|
10.53%
|
2022 Q4
|
≈ 1.50 years
|
|
|
|
Ke HoldingsInc
|
-7.79%
|
-56,449
|
667,902
|
-0.17%
|
$13.73
|
+22.54%($16.82)
|
2.35%
|
2023 Q3
|
≈ 0.75 years
|
|
|
|
Harley-Davidson Inc
|
-7.86%
|
-7,150
|
83,855
|
-0.07%
|
$43.74
|
-43.67%($24.64)
|
0.94%
|
2020 Q4
|
≈ 3.50 years
|
|
|
|
PDD Holdings Inc
|
-11.06%
|
-41,060
|
330,174
|
-1.03%
|
$116.25
|
-24.22%($88.09)
|
9.85%
|
2023 Q3
|
≈ 0.75 years
|
|
|
|
SEAGATE TECHNOLOGY ULC
|
-11.90%
|
-75,695
|
560,308
|
-1.52%
|
$93.05
|
+850.83%($884.74)
|
13.38%
|
2023 Q4
|
≈ 0.50 years
|
|
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.