David Jeffrey Fear Holdings Activity

Thunderbird Partners Portfolio 13F

Thunderbird Partners has disclosed a total of 13 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 5, bought 1 totally new, decreased the number of shares of 5 and completely sold out 2 position(s).

What stocks is David Jeffrey Fear buying now?

In the recent quarter David Jeffrey Fear has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (STX) SEAGATE TECHNOLOGY HOLDINGS (new buy), (EDU) NEW ORIENTAL EDUCATIO-SP ADR (added shares +6.95%), (GOOGL) ALPHABET INC-CL A (added shares +6.95%), (JD) JDCOM INC-ADR (added shares +6.9%) and (TAL) TAL EDUCATION GROUP- ADR (added shares +6.95%).

What does David Jeffrey Fear invest in?

David Jeffrey Fear's top 5 holdings (by % of portfolio) are (SIX) SIX FLAGS ENTERTAINMENT CORP (21.8%), (PDD) PINDUODUO INC-ADR (11.72%), (STX) SEAGATE TECHNOLOGY HOLDINGS (11.71%), (MU) MICRON TECHNOLOGY INC (10.99%) and (WDC) WESTERN DIGITAL CORP (10.68%).

In the latest report(s) the following changes have been made to the top investments: (SIX) SIX FLAGS ENTERTAINMENT CORP (reduced shares -5.61%), (PDD) PINDUODUO INC-ADR (reduced shares -23.87%), (STX) SEAGATE TECHNOLOGY HOLDINGS (new buy), (MU) MICRON TECHNOLOGY INC (reduced shares -24.03%) and (WDC) WESTERN DIGITAL CORP (reduced shares -2.48%).

2019 Q1 (8 results)
TIF
+0.22%
+2,002
+0.04%
$105.55
-
15.93%
OIH
-100.00%
-1,468,925
-2.74%
$14.03
2K+% $322.59
0.00%
NOW
-100.00%
-115,053
-3.24%
$178.05
310.07% $730.12
0.00%
META
-16.76%
-209,988
-4.65%
$166.69
180.77% $468.01
23.09%
GOOGL
+0.23%
+4,917
+0.05%
$58.84
187.43% $169.14
20.68%
FMC
+0.23%
+5,343
+0.07%
$76.82
13.16% $66.71
29.84%
CF
+0.22%
+2,361
+0.01%
$40.88
81.65% $74.26
5.74%
BKNG
-75.92%
-59,945
-13.90%
$1,744.92
114.62% $3,745.00
4.41%
2018 Q4 (8 results)
TIF
+60.94%
+429,092
+4.12%
$80.51
-
10.87%
NOW
buy
+115,053
+2.91%
$178.05
310.07% $730.12
0.00%
META
+33.99%
+317,768
+4.96%
$131.09
257.01% $468.01
19.57%
GOOGL
+12.49%
+254,962
+1.82%
$52.25
223.73% $169.14
16.43%
FWONK
-100.00%
-2,215,683
-11.10%
$37.19
85.40% $68.95
0.00%
CMCSA
-100.00%
-3,646,842
-15.39%
$35.41
12.11% $39.70
0.00%
CF
+28.63%
+234,704
+1.22%
$43.51
70.67% $74.26
5.47%
BKNG
+234.78%
+55,374
+11.37%
$1,722.43
117.43% $3,745.00
16.21%
2018 Q3 (10 results)
TIF
+61.42%
+267,923
+3.47%
$128.97
-
9.12%
OIH
+0.38%
+5,500
+0.01%
$25.19
1K+% $322.59
3.72%
META
+162.32%
+578,553
+9.56%
$164.46
184.57% $468.01
15.45%
INTEQ
buy
+147,000
+0.44%
$30.00
100.00% $0.00
0.44%
GOOGL
+0.35%
+8,280
+0.05%
$60.35
180.25% $169.14
14.22%
FWONK
+0.36%
+7,876
+0.03%
$37.19
85.40% $68.95
0.00%
FMC
+53.79%
+918,246
+8.93%
$87.18
23.48% $66.71
25.54%
CMCSA
+0.36%
+12,923
+0.05%
$35.41
12.11% $39.70
0.00%
CF
-49.05%
-788,958
-4.31%
$54.44
36.41% $74.26
4.48%
BKNG
+0.43%
+91
+0.02%
$1,984.02
88.76% $3,745.00
4.70%
2018 Q2 (9 results)
TIF
buy
+405,697
+7.20%
$131.60
-
7.20%
NBR
-100.00%
-106,430
-4.79%
$349.50
78.85% $73.91
0.00%
META
buy
+356,421
+8.69%
$194.32
140.84% $468.01
8.69%
GOOGL
+7.81%
+169,340
+1.20%
$56.46
199.58% $169.14
16.56%
FMC
buy
+1,792,364
+21.22%
$89.21
25.22% $66.71
21.22%
COTY
-100.00%
-5,046,220
-11.58%
$18.30
38.96% $11.17
0.00%
CF
buy
+1,608,639
+8.96%
$44.40
67.25% $74.26
8.96%
BAX
-100.00%
-293,177
-2.39%
$65.04
45.53% $35.43
0.00%
BAC
-100.00%
-1,713,697
-12.77%
$29.99
27.41% $38.21
0.00%
2018 Q1 (12 results)
RSPP
-100.00%
-119,363
-1.44%
$40.68
-
0.00%
PCLN
-100.00%
-23,448
-6.28%
$1,737.76
-
0.00%
OIH
+2.55%
+36,325
+0.13%
$23.87
1K+% $322.59
5.38%
NBR
+0.16%
+167
+0.01%
$349.50
78.85% $73.91
0.00%
GOOGL
+0.17%
+3,700
+0.03%
$51.86
226.17% $169.14
17.34%
FWONK
+0.17%
+4,300
+0.02%
$30.85
123.50% $68.95
11.86%
ECA
-100.00%
-4,966,839
-12.84%
$16.77
-
0.00%
COTY
-13.92%
-815,879
-2.30%
$18.30
38.96% $11.17
0.00%
CMCSA
+6.07%
+205,833
+1.10%
$34.17
16.18% $39.70
19.14%
BKNG
buy
+23,485
+7.53%
$2,080.39
80.01% $3,745.00
7.53%
BAX
-16.88%
-59,531
-0.60%
$65.04
45.53% $35.43
0.00%
BAC
-18.89%
-399,006
-3.65%
$29.99
27.41% $38.21
0.00%
47 of 379

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.