Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q2 2017)

As of Jun 30, 2017, 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 2017, the filing reported:

New Buys - Tempur Sealy International, Inc

Increases - Fossil Group, Inc., Interactive Brokers Group, Inc.

Reductions - Builders FirstSource, Inc., Credit Acceptance Corporation, Alphabet Inc., Rush Enterprises, Inc., U-Haul Holding Company

Complete Exits - Seritage Growth Properties

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
Q2 2017	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Sell	-475,955	-22.4%	$25.30K	1,651,640
Q2 2017	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-90,849	-18.7%	$101.66K	395,349
Q2 2017	FOSL Fossil Group, Inc.	Fossil Group, Inc.	Buy	+822,226	+202.4%	$12.71K	1,228,436
Q2 2017	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-22,605	-12.6%	$142.05K	156,315
Q2 2017	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+101,121	+3.1%	$127.61K	3,410,316
Q2 2017	RUSHB Rush Enterprises, Inc.	Rush Enterprises, Inc.	Sell	-424,335	-59.0%	$10.72K	294,451
Q2 2017	SRG Seritage Growth Properties	Seritage Growth Properties	Sell - Position Exit	-288,657	-100.0%	$0.00	-
Q2 2017	TPX Tempur Sealy International, Inc	Tempur Sealy International, Inc	Buy - Position Entry	+230,580	-	$12.31K	230,580
Q2 2017	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell	-231	-0.2%	$34.01K	92,910