Thunderbird Partners as of Dec. 31, 2022
Portfolio Holdings for Thunderbird Partners
Thunderbird Partners holds 12 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Six Flags Entertainment (SIX) | 23.5 | $97M | 4.2M | 23.25 | |
| Harley-Davidson (HOG) | 15.6 | $65M | 1.5M | 41.60 | |
| Alphabet Cap Stk Cl A (GOOGL) | 12.4 | $52M | 585k | 88.23 | |
| Western Digital (WDC) | 11.3 | $47M | 1.5M | 31.55 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 10.1 | $42M | 1.2M | 35.65 | |
| Jd.com Spon Adr Cl A (JD) | 7.1 | $30M | 525k | 56.13 | |
| Las Vegas Sands (LVS) | 6.0 | $25M | 514k | 48.07 | |
| Peloton Interactive Cl A Com (PTON) | 4.0 | $17M | 2.1M | 7.94 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 3.5 | $15M | 417k | 34.82 | |
| Tal Education Group Sponsored Ads (TAL) | 3.5 | $15M | 2.1M | 7.05 | |
| Yum China Holdings (YUMC) | 1.7 | $7.0M | 129k | 54.65 | |
| Full Truck Alliance Sponsored Ads (YMM) | 1.3 | $5.3M | 666k | 8.00 |
