Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q2 2014)
As of Jun 30, 2014, 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 Q2 2014, the filing reported:
New Buys - Nexstar Media Group, Inc., PBF Energy Inc.
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q2 2014
|
ABG
Asbury Automotive Group Inc
|
Sell - Position Exit |
-509,725
|
|
Q2 2014
|
ALK
Alaska Air Group, Inc.
|
Sell |
-73,969
|
|
Q2 2014
|
GLPI
Gaming and Leisure Properties,
|
Buy |
+25,000
|
|
Q2 2014
|
IBKR
Interactive Brokers Group, Inc.
|
Buy |
+20,000
|
|
Q2 2014
|
MU
Micron Technology, Inc.
|
Sell - Position Exit |
-723,090
|
|
Q2 2014
|
NXST
Nexstar Media Group, Inc.
|
Buy - Position Entry |
+456,542
|
|
Q2 2014
|
PBF
PBF Energy Inc.
|
Buy - Position Entry |
+326,036
|
|
Q2 2014
|
PBH
Prestige Consumer Healthcare In
|
Sell |
-335,548
|
|
Q2 2014
|
POST
Post Holdings, Inc.
|
Sell |
-10,375
|
|
Q2 2014
|
STT
State Street Corporation
|
Sell - Position Exit |
-200,300
|
|
Q2 2014
|
URI
United Rentals, Inc.
|
Sell |
-20,000
|