Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q3 2020)
As of Sep 30, 2020, the Ancient Art (Teton Capital) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 16, 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
|