Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q2 2025)
As of Jun 30, 2025, the Ancient Art (Teton Capital) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 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
|