Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q2 2025)
According to the SEC 13F filed on Aug 14, 2025, the Ancient Art (Teton Capital) portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2025. 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 2025, the filing reported:
New Buys - Mr. Cooper Group Inc., E2open Parent Holdings, Inc., Spirit Airlines, Rocket Companies, Inc., EchoStar Corporation, and 1 more
Increases - Ally Financial Inc., Interactive Brokers Group, Inc., Stellantis, Frontier Group Holdings, Inc., Controladora Vuela Compania de
Reductions - Upwork Inc.
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 2025
|
ALLY
Ally Financial Inc.
|
Buy |
+300,000
|
|
Q2 2025
|
BABA
Alibaba Group Holding Limited
|
Sell - Position Exit |
-286,629
|
|
Q2 2025
|
COOP
Mr. Cooper Group Inc.
|
Buy - Position Entry |
+6,366
|
|
Q2 2025
|
ETWO
E2open Parent Holdings, Inc.
|
Buy - Position Entry |
+414,064
|
|
Q2 2025
|
FLYY
Spirit Airlines
|
Buy - Position Entry |
+19,351
|
|
Q2 2025
|
IBIT
iShares Bitcoin Trust ETF
|
Sell - Position Exit |
-134,000
|
|
Q2 2025
|
IBKR
Interactive Brokers Group, Inc.
|
Buy |
+1,232,727
|
|
Q2 2025
|
OSCR
Oscar Health, Inc.
|
Sell - Position Exit |
-2,950,753
|
|
Q2 2025
|
RKT
Rocket Companies, Inc.
|
Buy - Position Entry |
+119,703
|
|
Q2 2025
|
SATS
EchoStar Corporation
|
Buy - Position Entry |
+666,389
|
|
Q2 2025
|
STLA
Stellantis
|
Buy |
+100,000
|
|
Q2 2025
|
THRY
Thryv Holdings, Inc.
|
Buy - Position Entry |
+230,443
|
|
Q2 2025
|
ULCC
Frontier Group Holdings, Inc.
|
Buy |
+200,000
|
|
Q2 2025
|
UPWK
Upwork Inc.
|
Sell |
-8,227
|
|
Q2 2025
|
VLRS
Controladora Vuela Compania de
|
Buy |
+144,349
|