Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 2018, 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 2018, the filing reported:

New Buys - TrueCar, Inc.

Increases - Charter Communications, Inc., Redfin Corporation, Zillow Group, Inc.

Reductions - Alphabet Inc., Interactive Brokers Group, Inc., Purple Innovation, Inc., U-Haul Holding Company

Complete Exits - Fossil Group, Inc., Rush Enterprises, Inc., Vista Outdoor Inc.

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 2018	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Buy	+170,896	+176.8%	$78.46K	267,581
Q2 2018	FOSL Fossil Group, Inc.	Fossil Group, Inc.	Sell - Position Exit	-1,296,200	-100.0%	$0.00	-
Q2 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-6,750	-4.3%	$166.86K	149,565
Q2 2018	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Sell	-577,293	-29.1%	$90.77K	1,409,320
Q2 2018	PRPL Purple Innovation, Inc.	Purple Innovation, Inc.	Sell	-9,794	-4.6%	$1.71K	201,446
Q2 2018	RDFN Redfin Corporation	Redfin Corporation	Buy	+909,235	+1104.0%	$22.90K	991,593
Q2 2018	RUSHB Rush Enterprises, Inc.	Rush Enterprises, Inc.	Sell - Position Exit	-160,922	-100.0%	$0.00	-
Q2 2018	TRUE TrueCar, Inc.	TrueCar, Inc.	Buy - Position Entry	+362,325	-	$3.66K	362,325
Q2 2018	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell	-23,955	-64.0%	$4.81K	13,499
Q2 2018	VSTO Vista Outdoor Inc.	Vista Outdoor Inc.	Sell - Position Exit	-524,501	-100.0%	$0.00	-
Q2 2018	ZG Zillow Group, Inc.	Zillow Group, Inc.	Buy	+98,189	+15.7%	$43.33K	725,142