Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q3 2019)
As of Sep 30, 2019, 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 2019, the filing reported:
New Buys - Fossil Group, Inc., Spirit Airlines, Inc.
Reductions - Allegiant Travel Company, Builders FirstSource, Inc., Charter Communications, Inc., Alphabet Inc., Purple Innovation, Inc., and 1 more
Complete Exits - None reported
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 |
|---|---|---|---|
|
Q3 2019
|
ALGT
Allegiant Travel Company
|
Sell |
-8,972
|
|
Q3 2019
|
BLDR
Builders FirstSource, Inc.
|
Sell |
-177,200
|
|
Q3 2019
|
CHTR
Charter Communications, Inc.
|
Sell |
-25,000
|
|
Q3 2019
|
FOSL
Fossil Group, Inc.
|
Buy - Position Entry |
+375,677
|
|
Q3 2019
|
GOOG
Alphabet Inc.
|
Sell |
-10,000
|
|
Q3 2019
|
PRPL
Purple Innovation, Inc.
|
Sell |
-6,756
|
|
Q3 2019
|
RDFN
Redfin Corporation
|
Buy |
+21,563
|
|
Q3 2019
|
SAVE
Spirit Airlines, Inc.
|
Buy - Position Entry |
+348,304
|
|
Q3 2019
|
THO
Thor Industries, Inc.
|
Buy |
+25,000
|
|
Q3 2019
|
UPWK
Upwork Inc.
|
Buy |
+794,603
|
|
Q3 2019
|
Z
Zillow Group, Inc.
|
Sell |
-166,969
|
|
Q3 2019
|
ZG
Zillow Group, Inc.
|
Buy |
+695,714
|