At the end of September 2021, Thunderbird Partners’ portfolio was worth $834.3 million. Investing in the financial, information technology, consumer discretionary, and communications sectors is the fund’s primary focus. David Fear, formerly of the London-based hedge fund run by the billionaire Ziff brothers, founded Thunderbird Partners. Among the hedge fund’s most recent acquisitions were Twitter, Spotify Technology S.A., and Airbnb.
Insider Monkey highlights 10 stocks to buy according to David Fear’s Thunderbird Partners. As of the third quarter of 2021, hedge funds owned $17.2 million worth of Airbnb, Inc. shares, or 102,625 percent of the total 13F securities. For lodging and tourism activities, the company operates an online marketplace. Earnings per share at Harley-Davidson, Inc. exceeded expectations by $0.42 in the third quarter, which was announced on October 27. Insider Monkey’s third-quarter database of hedge funds showed a total of 33 funds were bullish on the stock. IBKR stock is owned by a hedge fund with a total of 912,676 shares. Thunderbird Partners’ Q3 portfolio includes 6.81 percent of this stock. This year’s fourth-quarter revenue of $464 million was down 15.33 percent from the year before. Third quarter results from Twitter, Inc. showed a loss of $0.54 per share. Over the course of the year, revenue increased by 37.13 percent to $1.28 billion. As of September 2021, Stephen Mandel’s Lone Pine Capital is the largest shareholder in Twitter. Q3 2021 saw a 62% increase in Thunderbird Partners’ stake in Six Flags Entertainment Corporation. Currently, Thunderbird Partners owns 1.75 million shares, totaling $74.5 million in market value. The company reported an EPS of $1.80, which was higher than the $0.36 forecast by analysts. For more details, click 10 Stocks To Buy According To David Fear’s Thunderbird Partners.