Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q3 2018)

As of Sep 30, 2018, 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 2018, the filing reported:

New Buys - Builders FirstSource, Inc.

Increases - Interactive Brokers Group, Inc., Redfin Corporation, Zillow Group, Inc., Zillow Group, Inc.

Reductions - Alphabet Inc.

Complete Exits - TrueCar, Inc., U-Haul Holding Company

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 2018	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Buy - Position Entry	+470,771	-	$6.91K	470,771
Q3 2018	GOOG Alphabet Inc.	Alphabet Inc.	Sell	-35,000	-23.4%	$136.73K	114,565
Q3 2018	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+59,996	+4.3%	$81.27K	1,469,316
Q3 2018	RDFN Redfin Corporation	Redfin Corporation	Buy	+486,814	+49.1%	$27.65K	1,478,407
Q3 2018	TRUE TrueCar, Inc.	TrueCar, Inc.	Sell - Position Exit	-362,325	-100.0%	$0.00	-
Q3 2018	UHAL U-Haul Holding Company	U-Haul Holding Company	Sell - Position Exit	-13,499	-100.0%	$0.00	-
Q3 2018	Z Zillow Group, Inc.	Zillow Group, Inc.	Buy	+5,748	+0.9%	$27.49K	621,270
Q3 2018	ZG Zillow Group, Inc.	Zillow Group, Inc.	Buy	+86,838	+12.0%	$35.89K	811,980