Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q2 2020)
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, 2020. 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 2020, the filing reported:
Increases - None reported
Reductions - Allegiant Travel Company, AdvanSix Inc., Builders FirstSource, Inc., Dell Technologies Inc., Alphabet Inc., and 3 more
Complete Exits - Credit Acceptance Corporation, Charter Communications, Inc., Eventbrite, Inc., Liberty Media Corp Formula One Group, Guidewire Software, Inc., and 4 more
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 2020
|
ALGT
Allegiant Travel Company
|
Sell |
-164,079
|
|
Q2 2020
|
ASIX
AdvanSix Inc.
|
Sell |
-10,581
|
|
Q2 2020
|
BLDR
Builders FirstSource, Inc.
|
Sell |
-174,361
|
|
Q2 2020
|
CACC
Credit Acceptance Corporation
|
Sell - Position Exit |
-20,000
|
|
Q2 2020
|
CHTR
Charter Communications, Inc.
|
Sell - Position Exit |
-50,000
|
|
Q2 2020
|
DELL
Dell Technologies Inc.
|
Sell |
-200,000
|
|
Q2 2020
|
EB
Eventbrite, Inc.
|
Sell - Position Exit |
-100,000
|
|
Q2 2020
|
FWONK
Liberty Media Corp Formula One Group
|
Sell - Position Exit |
-1,654,000
|
|
Q2 2020
|
G2717B108
Cushman Wakefield
|
Buy - Position Entry |
+951,064
|
|
Q2 2020
|
GOOG
Alphabet Inc.
|
Sell |
-43,000
|
|
Q2 2020
|
GWRE
Guidewire Software, Inc.
|
Sell - Position Exit |
-100,900
|
|
Q2 2020
|
JBLU
JetBlue Airways Corporation
|
Sell - Position Exit |
-725,000
|
|
Q2 2020
|
RDFN
Redfin Corporation
|
Sell |
-2,658,340
|
|
Q2 2020
|
SAVE
Spirit Airlines, Inc.
|
Sell - Position Exit |
-926,425
|
|
Q2 2020
|
SFIX
Stitch Fix, Inc.
|
Buy - Position Entry |
+565,087
|
|
Q2 2020
|
THO
Thor Industries, Inc.
|
Sell - Position Exit |
-336,887
|
|
Q2 2020
|
UPWK
Upwork Inc.
|
Sell |
-1,187,869
|
|
Q2 2020
|
WFC
Wells Fargo & Company
|
Buy - Position Entry |
+750,000
|
|
Q2 2020
|
Z
Zillow Group, Inc.
|
Sell - Position Exit |
-82,523
|
|
Q2 2020
|
ZG
Zillow Group, Inc.
|
Sell |
-966,923
|