Thunderbird Partners as of June 30, 2023
Portfolio Holdings for Thunderbird Partners
Thunderbird Partners holds 10 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Six Flags Entertainment (SIX) | 32.1 | $104M | 4.0M | 25.98 | |
| Micron Technology (MU) | 15.7 | $51M | 809k | 63.11 | |
| Jd.com Spon Adr Cl A (JD) | 14.2 | $46M | 1.4M | 34.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.1 | $26M | 219k | 119.70 | |
| Western Digital (WDC) | 7.9 | $26M | 674k | 37.93 | |
| New Oriental Ed & Technology Spon Adr (EDU) | 5.5 | $18M | 449k | 39.49 | |
| Harley-Davidson (HOG) | 5.4 | $18M | 502k | 35.21 | |
| Peloton Interactive Cl A Com (PTON) | 5.3 | $17M | 2.2M | 7.69 | |
| Tal Education Group Sponsored Ads (TAL) | 4.1 | $13M | 2.2M | 5.96 | |
| Masterbrand Common Stock (MBC) | 1.8 | $5.7M | 492k | 11.63 |
