Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q3 2019)
According to the SEC 13F filed on Aug 14, 2026, the Ancient Art (Teton Capital) portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2019. 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
|