$797 Million is the total value of THUNDERBIRD PARTNERS LLP's 9 reported holdings in Q2 2018. The portfolio turnover from Q1 2018 to Q2 2018 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BAX | Exit | BAXTER INTL INC | $0 | – | -293,177 | -100.0% | -2.94% | – |
| NBR | Exit | NABORS INDUSTRIES LTD | $0 | – | -5,457,973 | -100.0% | -5.88% | – |
| COTY | Exit | COTY INC | $0 | – | -5,046,220 | -100.0% | -14.24% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -3,393,460 | -100.0% | -15.69% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ALPHABET INC | 35 | Q2 2024 | 30.0% |
| SIX FLAGS ENTMT CORP NEW | 16 | Q2 2024 | 32.1% |
| WESTERN DIGITAL CORP. | 16 | Q2 2024 | 18.4% |
| META PLATFORMS INC | 15 | Q4 2021 | 36.8% |
| F M C CORP | 15 | Q4 2019 | 29.8% |
| HARLEY DAVIDSON INC | 15 | Q2 2024 | 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 |
|---|---|
| N-PX | 2024-08-29 |
| 13F-HR | 2024-08-13 |
| 13F-HR/A | 2024-05-15 |
| 13F-HR | 2024-05-15 |
| 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 |
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.