David Jeffrey Fear
Thunderbird Partners
Thunderbird Partners Portfolio 13F
David Jeffrey Fear Holdings Activity
- Portfolio value:
- $420.95M≈ (+$31M≈)
- Previous value:
- $389.73M≈
- # of changes:
- 12
- New positions:
- 1
- Reported for:
- 30 Jun 2024 (Q2)
- Latest filing date:
- 13 Aug 2024
Thunderbird Partners has disclosed a total of 12 changes to the portfolio in the (2024 Q2) 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 Q2?
In the 2024 Q2 report(s) the following changes have been made to the top investments: (SIX) Six Flags Entertainment New (reduced shares -3.49%), (WDC) Western Digital Corp (reduced shares -11.22%), (STX) SEAGATE TECHNOLOGY ULC (reduced shares -12.52%), (UNH) UnitedHealth Group Incorporated (new buy) and (PDD) PDD Holdings Inc (reduced shares -23.00%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
UnitedHealth Group Incorporated
|
new
|
+90,776
|
90,776
|
+10.98%
|
$509.26
|
-17.65%($419.36)
|
10.98%
|
2024 Q2
|
≈ 0.25 years
|
|
|
|
VanEck Junior Gold Miners ETF
|
+72.43%
|
+114,376
|
272,286
|
+1.14%
|
$42.12
|
+127.92%($96.00)
|
2.72%
|
2024 Q1
|
≈ 0.50 years
|
|
|
|
TAL Education Group
|
-3.30%
|
-76,706
|
2,249,906
|
-0.21%
|
$10.67
|
+16.73%($12.46)
|
5.70%
|
2022 Q3
|
≈ 2.00 years
|
|
|
|
Six Flags Entertainment New
|
-3.49%
|
-130,219
|
3,599,808
|
-1.11%
|
$33.14
|
|
28.34%
|
2020 Q3
|
≈ 4.00 years
|
|
|
|
Harley-Davidson Inc
|
-3.60%
|
-3,017
|
80,838
|
-0.03%
|
$33.54
|
-26.54%($24.64)
|
0.64%
|
2020 Q4
|
≈ 3.75 years
|
|
|
|
Alphabet Inc, CL-A
|
-3.78%
|
-3,173
|
80,808
|
-0.15%
|
$182.15
|
+94.21%($353.76)
|
3.50%
|
2015 Q4
|
≈ 8.75 years
|
|
|
|
Western Digital Corp
|
-11.22%
|
-98,170
|
776,989
|
-1.91%
|
$75.77
|
+637.39%($558.72)
|
13.99%
|
2020 Q3
|
≈ 4.00 years
|
|
|
|
SEAGATE TECHNOLOGY ULC
|
-12.52%
|
-70,148
|
490,160
|
-1.86%
|
$103.27
|
+756.73%($884.74)
|
12.02%
|
2023 Q4
|
≈ 0.75 years
|
|
|
|
New Oriental Education & Technology
|
-17.30%
|
-81,766
|
390,822
|
-1.63%
|
$77.73
|
-24.87%($58.40)
|
7.22%
|
2022 Q4
|
≈ 1.75 years
|
|
|
|
PDD Holdings Inc
|
-23.00%
|
-75,936
|
254,238
|
-2.59%
|
$132.95
|
-33.74%($88.09)
|
8.03%
|
2023 Q3
|
≈ 1.00 year
|
|
* 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.