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

According to the SEC 13F filed on Aug 14, 2026, the Ancient Art (Teton Capital) portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2019. 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