Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q2 2019)

As of Jun 30, 2019, 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 2019, the filing reported:

New Buys - Thor Industries, Inc.

Increases - Eventbrite, Inc., Redfin Corporation, Upwork Inc., Zillow Group, Inc.

Reductions - Builders FirstSource, Inc., Charter Communications, Inc., Alphabet Inc., Purple Innovation, 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
Q2 2019	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Sell	-111,011	-10.9%	$15.24K	903,916
Q2 2019	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-51,990	-30.3%	$47.35K	119,817
Q2 2019	EB Eventbrite, Inc.	Eventbrite, Inc.	Buy	+199,144	+153.2%	$5.33K	329,144
Q2 2019	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-25,000	-21.8%	$96.70K	89,460
Q2 2019	PRPL Purple Innovation, Inc.	Purple Innovation, Inc.	Sell	-85,167	-78.8%	$155.00	22,964
Q2 2019	RDFN Redfin Corporation	Redfin Corporation	Buy	+1,249,831	+71.6%	$53.86K	2,995,443
Q2 2019	THO Thor Industries, Inc.	Thor Industries, Inc.	Buy - Position Entry	+331,962	-	$19.40K	331,962
Q2 2019	UPWK Upwork Inc.	Upwork Inc.	Buy	+1,687,899	+683.3%	$31.11K	1,934,923
Q2 2019	Z Zillow Group, Inc.	Zillow Group, Inc.	Sell	-88,119	-16.5%	$20.63K	444,651
Q2 2019	ZG Zillow Group, Inc.	Zillow Group, Inc.	Buy	+476,430	+35.0%	$84.09K	1,837,748