Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q3 2017)

As of Sep 30, 2017, 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 Q3 2017, the filing reported:

New Buys - Zillow Group, Inc., Zillow Group, Inc.

Increases - Fossil Group, Inc.

Reductions - Credit Acceptance Corporation, Charter Communications, Inc., U-Haul Holding Company

Complete Exits - Builders FirstSource, Inc., Tempur Sealy International, Inc

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
Q3 2017	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Sell - Position Exit	-1,651,640	-100.0%	$0.00	-
Q3 2017	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Sell	-88,802	-22.5%	$85.89K	306,547
Q3 2017	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-40,000	-29.3%	$35.14K	96,685
Q3 2017	FOSL Fossil Group, Inc.	Fossil Group, Inc.	Buy	+337,502	+27.5%	$14.61K	1,565,938
Q3 2017	TPX Tempur Sealy International, Inc	Tempur Sealy International, Inc	Sell - Position Exit	-230,580	-100.0%	$0.00	-
Q3 2017	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell	-2,996	-3.2%	$33.71K	89,914
Q3 2017	Z Zillow Group, Inc.	Zillow Group, Inc.	Buy - Position Entry	+86,290	-	$3.47K	86,290
Q3 2017	ZG Zillow Group, Inc.	Zillow Group, Inc.	Buy - Position Entry	+120,923	-	$4.86K	120,923