Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q3 2020)
According to the SEC 13F filed on Nov 16, 2020, the Ancient Art (Teton Capital) portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2020. 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 2020, the filing reported:
New Buys - Lyft, Inc., Uber Technologies, 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 |
|---|---|---|---|
|
Q3 2020
|
ALGT
Allegiant Travel Company
|
Sell - Position Exit |
-109,774
|
|
Q3 2020
|
BLDR
Builders FirstSource, Inc.
|
Buy |
+387,860
|
|
Q3 2020
|
DELL
Dell Technologies Inc.
|
Sell - Position Exit |
-100,000
|
|
Q3 2020
|
GOOG
Alphabet Inc.
|
Sell |
-10,000
|
|
Q3 2020
|
GOOS
Canada Goose Holdings Inc. Subo
|
Buy |
+64,121
|
|
Q3 2020
|
IBKR
Interactive Brokers Group, Inc.
|
Sell |
-1,658
|
|
Q3 2020
|
LYFT
Lyft, Inc.
|
Buy - Position Entry |
+527,914
|
|
Q3 2020
|
RDFN
Redfin Corporation
|
Sell - Position Exit |
-313,479
|
|
Q3 2020
|
SFIX
Stitch Fix, Inc.
|
Sell |
-407,110
|
|
Q3 2020
|
UBER
Uber Technologies, Inc.
|
Buy - Position Entry |
+408,238
|
|
Q3 2020
|
UPWK
Upwork Inc.
|
Buy |
+782,343
|
|
Q3 2020
|
WFC
Wells Fargo & Company
|
Buy |
+1,815,000
|
|
Q3 2020
|
ZG
Zillow Group, Inc.
|
Sell |
-128,539
|