David Jeffrey Fear Holdings Activity

Thunderbird Partners Portfolio 13F

Thunderbird Partners has disclosed a total of 12 changes to the portfolio in the latest (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 stocks is David Jeffrey Fear buying now?

In the recent quarter David Jeffrey Fear has purchased 2 securities: (JD) JDCOM INC-ADR (added shares +29.25%) and (GDXJ) VANECK JUNIOR GOLD MINERS (new buy).

What does David Jeffrey Fear invest in?

David Jeffrey Fear's top 5 holdings (by % of portfolio) are (SIX) SIX FLAGS ENTERTAINMENT CORP (25.19%), (WDC) WESTERN DIGITAL CORP (15.32%), (STX) SEAGATE TECHNOLOGY HOLDINGS (13.38%), (JD) JDCOM INC-ADR (10.84%) and (EDU) NEW ORIENTAL EDUCATIO-SP ADR (10.53%).

In the latest report(s) the following changes have been made to the top investments: (SIX) SIX FLAGS ENTERTAINMENT CORP (reduced shares -7.45%), (WDC) WESTERN DIGITAL CORP (reduced shares -7.45%), (STX) SEAGATE TECHNOLOGY HOLDINGS (reduced shares -11.9%), (JD) JDCOM INC-ADR (added shares +29.25%) and (EDU) NEW ORIENTAL EDUCATIO-SP ADR (reduced shares -7.45%).

2021 Q1 (20 results)
WDC
-31.16%
-944,652
-5.31%
$66.75
10.79% $73.95
11.74%
SIX
-52.71%
-1,192,749
-5.16%
$46.47
42.91% $26.53
4.63%
HOG
+203.44%
+1,422,287
+5.14%
$40.10
11.70% $35.41
7.67%
CLNY
-83.42%
-9,012,151
-4.92%
$6.48
31.17% $8.50
0.00%
GOOGL
-29.90%
-534,560
-4.65%
$103.13
70.37% $175.70
10.89%
SNAP
-100.00%
-1,054,826
-4.54%
$50.07
68.70% $15.67
0.00%
KEX
+37.69%
+544,340
+3.01%
$60.28
102.74% $122.21
10.98%
META
+16.71%
+94,538
+2.35%
$294.53
60.03% $471.35
16.39%
IBKR
-24.84%
-380,577
-2.34%
$73.04
71.40% $125.19
7.09%
FUN
buy
+451,215
+1.99%
$49.68
11.47% $43.98
1.99%
BXP
-100.00%
-237,097
-1.89%
$94.53
34.41% $62.00
0.00%
JPM
-21.15%
-146,397
-1.88%
$152.23
31.43% $200.08
7.00%
BABA
+23.86%
+90,990
+1.80%
$226.73
62.82% $84.30
9.35%
HPP
-100.00%
-443,964
-1.76%
$24.02
78.35% $5.20
0.00%
KRC
-100.00%
-355,708
-1.73%
$57.40
40.94% $33.90
0.00%
RMGB
buy
+1,611,956
+1.42%
$10.49
-
1.42%
TAL
buy
+310,421
+1.41%
$53.85
77.14% $12.31
0.00%
EDU
buy
+119,055
+1.40%
$140.00
42.62% $80.33
0.00%
ABNB
-83.60%
-83,598
-1.32%
$187.96
23.68% $143.46
0.26%
BAC
-14.53%
-354,153
-1.15%
$38.69
2.51% $39.66
6.79%
2020 Q4 (18 results)
KEX
buy
+1,569,852
+6.75%
$51.83
135.79% $122.21
6.75%
HUYA
-100.00%
-2,875,861
-5.72%
$23.95
75.24% $5.93
0.00%
WDC
+63.01%
+1,171,890
+5.39%
$55.39
33.51% $73.95
13.94%
SNAP
buy
+1,054,826
+4.47%
$50.07
68.70% $15.67
0.00%
MSFT
-100.00%
-205,833
-3.59%
$210.33
105.27% $431.74
0.00%
CLNY
+182.60%
+3,664,893
+2.79%
$4.81
76.72% $8.50
4.31%
HOG
buy
+747,704
+2.28%
$36.70
3.52% $35.41
2.28%
BAC
+50.94%
+822,309
+2.07%
$30.31
30.85% $39.66
6.13%
BXP
buy
+237,097
+1.86%
$94.53
34.41% $62.00
0.00%
HPP
buy
+443,964
+1.74%
$24.02
78.35% $5.20
0.00%
KRC
buy
+355,708
+1.70%
$57.40
40.94% $33.90
0.00%
JPM
+21.35%
+121,795
+1.28%
$127.07
57.46% $200.08
7.30%
ABNB
buy
+100,000
+1.22%
$146.80
2.28% $143.46
1.22%
BABA
-11.98%
-53,777
-1.04%
$232.73
63.78% $84.30
7.64%
GOOGL
-5.42%
-55,360
-0.75%
$87.63
100.50% $175.70
13.00%
SIX
-7.68%
-207,969
-0.59%
$34.10
22.20% $26.53
7.08%
IBKR
+0.04%
+600
+0.00%
$60.92
105.50% $125.19
7.75%
META
+0.01%
+66
+0.00%
$273.16
72.55% $471.35
12.83%
38 of 391

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.