Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q1 2020)

As of Mar 31, 2020, the Ancient Art (Teton Capital) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2020, the filing reported:

New Buys - AdvanSix Inc., Credit Acceptance Corporation, Dell Technologies Inc., Canada Goose Holdings Inc. Subo, Guidewire Software, Inc., and 2 more

Increases - Allegiant Travel Company, Builders FirstSource, Inc., Liberty Media Corp Formula One Group, Interactive Brokers Group, Inc., Redfin Corporation, and 2 more

Reductions - Charter Communications, Inc., Eventbrite, Inc., Alphabet Inc., Zillow Group, Inc., Zillow Group, Inc.

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2020	ALGT Allegiant Travel Company	Allegiant Travel Company	Buy	+184,101	+205.1%	$22.40K	273,853
Q1 2020	ASIX AdvanSix Inc.	AdvanSix Inc.	Buy - Position Entry	+730,465	-	$6.97K	730,465
Q1 2020	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Buy	+519,685	+134.6%	$11.08K	905,692
Q1 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy - Position Entry	+20,000	-	$5.11K	20,000
Q1 2020	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-44,817	-47.3%	$21.82K	50,000
Q1 2020	DELL Dell Technologies Inc.	Dell Technologies Inc.	Buy - Position Entry	+300,000	-	$11.87K	300,000
Q1 2020	EB Eventbrite, Inc.	Eventbrite, Inc.	Sell	-229,144	-69.6%	$730.00	100,000
Q1 2020	FWONK Liberty Media Corp Formula One Group	Liberty Media Corp Formula One Group	Buy	+1,050,000	+173.8%	$45.04K	1,654,000
Q1 2020	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-5,000	-6.3%	$86.58K	74,460
Q1 2020	GOOS Canada Goose Holdings Inc. Subo	Canada Goose Holdings Inc. Subo	Buy - Position Entry	+554,647	-	$11.03K	554,647
Q1 2020	GWRE Guidewire Software, Inc.	Guidewire Software, Inc.	Buy - Position Entry	+100,900	-	$8.00K	100,900
Q1 2020	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+272,300	+16.8%	$81.66K	1,891,573
Q1 2020	JBLU JetBlue Airways Corporation	JetBlue Airways Corporation	Buy - Position Entry	+725,000	-	$6.49K	725,000
Q1 2020	RDFN Redfin Corporation	Redfin Corporation	Buy	+317,888	+12.0%	$45.83K	2,971,819
Q1 2020	SAVE Spirit Airlines, Inc.	Spirit Airlines, Inc.	Buy - Position Entry	+926,425	-	$11.94K	926,425
Q1 2020	THO Thor Industries, Inc.	Thor Industries, Inc.	Buy	+14,747	+4.6%	$14.21K	336,887
Q1 2020	UPWK Upwork Inc.	Upwork Inc.	Buy	+2,009,644	+56.4%	$35.96K	5,574,659
Q1 2020	Z Zillow Group, Inc.	Zillow Group, Inc.	Sell	-195,159	-70.3%	$2.97K	82,523
Q1 2020	ZG Zillow Group, Inc.	Zillow Group, Inc.	Sell	-192,853	-7.5%	$80.36K	2,365,609