$878 Million is the total value of THUNDERBIRD PARTNERS LLP's 10 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TRIP | New | TRIPADVISOR INC | $85,749,000 | – | 1,357,218 | +100.0% | 9.77% | – |
| DVA | New | DAVITA INC | $42,798,000 | – | 647,760 | +100.0% | 4.88% | – |
| LTRPA | New | LIBERTY TRIPADVISOR HLDGS IN | $21,538,000 | – | 985,722 | +100.0% | 2.45% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 32 | Q3 2023 | 30.0% |
| META PLATFORMS INC | 15 | Q4 2021 | 36.8% |
| F M C CORP | 15 | Q4 2019 | 29.8% |
| SIX FLAGS ENTMT CORP NEW | 13 | Q3 2023 | 32.1% |
| WESTERN DIGITAL CORP. | 13 | Q3 2023 | 18.4% |
| HARLEY DAVIDSON INC | 12 | Q3 2023 | 31.3% |
| MICROSOFT CORP | 11 | Q3 2020 | 28.8% |
| BK OF AMERICA CORP | 10 | Q2 2021 | 15.7% |
| ALIBABA GROUP HLDG LTD | 10 | Q2 2022 | 15.9% |
| COTY INC | 10 | Q1 2018 | 14.4% |
View THUNDERBIRD PARTNERS LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-15 |
| SC 13G/A | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| SC 13G/A | 2023-02-13 |
| SC 13G | 2022-11-21 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
View THUNDERBIRD PARTNERS LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.