Thunderbird Partners as of March 31, 2023
Portfolio Holdings for Thunderbird Partners
Thunderbird Partners holds 13 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Six Flags Entertainment (SIX) | 29.1 | $116M | 4.3M | 26.71 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 12.1 | $48M | 1.2M | 39.50 | |
| Western Digital (WDC) | 11.2 | $45M | 1.2M | 37.67 | |
| Jd.com Spon Adr Cl A (JD) | 7.7 | $31M | 700k | 43.89 | |
| Las Vegas Sands (LVS) | 7.7 | $31M | 532k | 57.45 | |
| Harley-Davidson (HOG) | 7.5 | $30M | 791k | 37.97 | |
| Alphabet Cap Stk Cl A (GOOGL) | 7.3 | $29M | 280k | 103.73 | |
| Peloton Interactive Cl A Com (PTON) | 6.1 | $24M | 2.2M | 11.34 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 4.2 | $17M | 432k | 38.61 | |
| Tal Education Group Sponsored Ads (TAL) | 3.4 | $14M | 2.1M | 6.41 | |
| Yum China Holdings (YUMC) | 2.1 | $8.4M | 133k | 63.39 | |
| Full Truck Alliance Sponsored Ads (YMM) | 1.3 | $5.3M | 690k | 7.61 | |
| Masterbrand Common Stock (MBC) | 0.2 | $606k | 75k | 8.04 |
