Thunderbird Partners as of Sept. 30, 2022
Portfolio Holdings for Thunderbird Partners
Thunderbird Partners holds 10 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Harley-Davidson (HOG) | 31.3 | $113M | 3.2M | 34.88 | |
| Six Flags Entertainment (SIX) | 17.4 | $63M | 3.6M | 17.70 | |
| Western Digital (WDC) | 15.3 | $55M | 1.7M | 32.55 | |
| Alphabet Cap Stk Cl A (GOOGL) | 15.0 | $54M | 557k | 97.37 | |
| Las Vegas Sands (LVS) | 5.2 | $19M | 498k | 37.52 | |
| Peloton Interactive Cl A Com (PTON) | 3.9 | $14M | 2.0M | 6.93 | |
| Tal Education Group Sponsored Ads (TAL) | 3.6 | $13M | 2.6M | 4.94 | |
| Yum China Holdings (YUMC) | 3.3 | $12M | 253k | 47.33 | |
| salesforce (CRM) | 3.3 | $12M | 82k | 143.84 | |
| Gitlab Class A Com (GTLB) | 1.7 | $6.1M | 120k | 51.22 |
