David Jeffrey Fear Holdings Activity

Thunderbird Partners Portfolio 13F

Thunderbird Partners has disclosed a total of 11 changes to the portfolio in the latest (2024 Q3) SEC report(s): decreased the number of shares of 3 and completely sold out 8 position(s).

What stocks is David Jeffrey Fear buying now?

In the recent quarter David Jeffrey Fear has not purchased any securities.

What does David Jeffrey Fear invest in?

David Jeffrey Fear's holdings are (UNH) UNITEDHEALTH GROUP INC (55.22%), (TAL) TAL EDUCATION GROUP- ADR (31.3%) and (SIX) SIX FLAGS ENTERTAINMENT CORP (13.48%).

In the latest report(s) the following changes have been made to the investments: (UNH) UNITEDHEALTH GROUP INC (reduced shares -39.13%), (TAL) TAL EDUCATION GROUP- ADR (reduced shares -31.25%) and (SIX) SIX FLAGS ENTERTAINMENT CORP (reduced shares -94.56%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2017 Q2 (9 results)
CARS
CARSCOM INC
buy
+2,484,300
+7.77%
$26.63
30.64% $18.47
0.00%
LTRPA
LIBERTY TRIPADVISOR HDG-A
+34.32%
+403,811
+0.88%
$11.60
96.29% $0.43
0.00%
COTY
COTY INC-CL A
+22.36%
+685,399
+2.36%
$18.76
61.67% $7.19
12.91%
BAC
BANK OF AMERICA CORP
+6.23%
+267,814
+0.76%
$24.26
91.51% $46.46
13.01%
BAX
BAXTER INTERNATIONAL INC
-24.73%
-368,307
-4.00%
$60.54
45.51% $32.99
12.17%
FMC
FMC CORP
-30.75%
-360,650
-3.09%
$73.05
20.15% $58.33
6.97%
MSFT
MICROSOFT CORP
-40.41%
-713,800
-5.78%
$68.93
498.97% $412.87
8.52%
TRIP
TRIPADVISOR INC
-51.49%
-643,044
-2.88%
$38.20
64.79% $13.45
0.00%
PYPL
PAYPAL HOLDINGS INC
-100.00%
-1,384,167
-6.99%
$43.02
97.16% $84.82
0.00%
2017 Q1 (13 results)
CMCSA
COMCAST CORP-CLASS A
buy
+2,355,442
+9.89%
$37.59
15.72% $43.50
9.89%
LTRPA
LIBERTY TRIPADVISOR HDG-A
+52.69%
+444,944
+1.02%
$14.10
96.95% $0.43
2.96%
EXPE
EXPEDIA GROUP INC
+16.56%
+84,721
+1.19%
$126.17
45.45% $183.51
8.40%
MSFT
MICROSOFT CORP
+11.82%
+186,788
+1.37%
$65.86
526.89% $412.87
12.99%
COTY
COTY INC-CL A
+0.12%
+4,059
+0.01%
$18.13
60.34% $7.19
9.69%
BAC
BANK OF AMERICA CORP
+0.10%
+2,921
+0.01%
$23.59
96.95% $46.46
11.32%
GOOGL
ALPHABET INC-CL A
+0.09%
+1,840
+0.01%
$42.39
295.45% $167.63
9.79%
BAX
BAXTER INTERNATIONAL INC
-8.45%
-209,945
-1.22%
$51.86
36.39% $32.99
13.17%
PYPL
PAYPAL HOLDINGS INC
-14.68%
-238,209
-1.14%
$43.02
97.16% $84.82
0.00%
TRIP
TRIPADVISOR INC
-24.54%
-272,034
-1.96%
$43.16
68.84% $13.45
6.02%
FMC
FMC CORP
-39.10%
-752,823
-5.85%
$69.59
16.18% $58.33
9.11%
MOS
MOSAIC CO/THE
-100.00%
-1,378,760
-4.52%
$29.33
11.18% $26.05
0.00%
SEE
SEALED AIR CORP
-100.00%
-1,206,861
-8.37%
$45.34
21.64% $35.53
0.00%
2016 Q4 (14 results)
SEE
SEALED AIR CORP
buy
+1,206,861
+8.20%
$45.34
21.64% $35.53
0.00%
EXPE
EXPEDIA GROUP INC
buy
+388,921
+6.34%
$113.28
62.00% $183.51
6.34%
BAC
BANK OF AMERICA CORP
buy
+3,328,912
+10.38%
$22.10
110.23% $46.46
10.38%
MOS
MOSAIC CO/THE
buy
+1,378,760
+4.42%
$29.33
11.18% $26.05
0.00%
COTY
COTY INC-CL A
+120.51%
+2,614,094
+5.24%
$18.31
60.73% $7.19
9.58%
LTRPA
LIBERTY TRIPADVISOR HDG-A
+25.07%
+247,137
+0.41%
$15.05
97.14% $0.43
2.03%
TRIP
TRIPADVISOR INC
+21.93%
+297,598
+1.51%
$46.37
70.99% $13.45
8.39%
BAX
BAXTER INTERNATIONAL INC
-14.87%
-433,956
-2.10%
$44.34
25.60% $32.99
12.05%
PYPL
PAYPAL HOLDINGS INC
-22.43%
-469,215
-2.03%
$39.47
114.90% $84.82
7.00%
FMC
FMC CORP
-24.56%
-626,690
-3.88%
$56.56
3.13% $58.33
11.91%
MSFT
MICROSOFT CORP
-27.23%
-440,297
-4.02%
$62.14
564.42% $412.87
10.74%
GOOGL
ALPHABET INC-CL A
-30.71%
-916,020
-3.97%
$39.62
323.07% $167.63
8.96%
CABO
CABLE ONE INC
-100.00%
-117,872
-9.18%
$584.00
31.02% $402.85
0.00%
DVA
DAVITA INC
-100.00%
-647,760
-4.68%
$66.07
148.43% $164.14
0.00%
2016 Q3 (13 results)
DVA
DAVITA INC
buy
+647,760
+4.87%
$66.07
148.43% $164.14
0.00%
TRIP
TRIPADVISOR INC
buy
+1,357,218
+9.77%
$63.18
78.71% $13.45
9.77%
LTRPA
LIBERTY TRIPADVISOR HDG-A
buy
+985,722
+2.45%
$21.85
98.03% $0.43
2.45%
PYPL
PAYPAL HOLDINGS INC
+105.05%
+846,544
+5.00%
$40.97
107.03% $84.82
9.76%
COTY
COTY INC-CL A
+94.32%
+1,052,924
+2.82%
$23.50
69.40% $7.19
5.81%
CABO
CABLE ONE INC
+0.04%
+51
+0.00%
$584.00
31.02% $402.85
0.00%
BAX
BAXTER INTERNATIONAL INC
+0.03%
+781
+0.00%
$47.60
30.69% $32.99
15.82%
GOOGL
ALPHABET INC-CL A
-3.34%
-102,920
-0.47%
$40.20
316.96% $167.63
13.66%
FMC
FMC CORP
-4.88%
-105,338
-0.72%
$48.34
20.67% $58.33
14.05%
MSFT
MICROSOFT CORP
-7.72%
-181,556
-1.19%
$57.60
616.79% $412.87
14.24%
EQIX
EQUINIX INC
-100.00%
-92,300
-4.08%
$387.72
138.21% $923.60
0.00%
1856613D
MONSANTO CO
-100.00%
-689,445
-8.12%
$103.41
-
0.00%
CDK
CDK GLOBAL INC
-100.00%
-437,507
-3.20%
$55.49
1.31% $54.76
0.00%
49 of 414

Shares, change to shares, sold shares - 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.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.