Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q4 2018)

As of Dec 31, 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 Q4 2018, the filing reported:

New Buys - Allegiant Travel Company

Increases - Builders FirstSource, Inc., Alphabet Inc., Interactive Brokers Group, Inc., Redfin Corporation, Zillow Group, Inc., and 1 more

Reductions - Charter Communications, Inc., Purple Innovation, Inc.

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	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2018	ALGT Allegiant Travel Company	Allegiant Travel Company	Buy - Position Entry	+100,000	-	$10.02K	100,000
Q4 2018	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Buy	+544,156	+115.6%	$11.07K	1,014,927
Q4 2018	CHTR Charter Communications, Inc.	Charter Communications, Inc.	Sell	-65,000	-24.3%	$57.73K	202,581
Q4 2018	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+9,895	+8.6%	$128.89K	124,460
Q4 2018	IBKR Interactive Brokers Group, Inc.	Interactive Brokers Group, Inc.	Buy	+150,457	+10.2%	$88.52K	1,619,773
Q4 2018	PRPL Purple Innovation, Inc.	Purple Innovation, Inc.	Sell	-2,462	-1.2%	$1.17K	198,984
Q4 2018	RDFN Redfin Corporation	Redfin Corporation	Buy	+307,066	+20.8%	$25.71K	1,785,473
Q4 2018	Z Zillow Group, Inc.	Zillow Group, Inc.	Buy	+361,500	+58.2%	$31.04K	982,770
Q4 2018	ZG Zillow Group, Inc.	Zillow Group, Inc.	Buy	+636,792	+78.4%	$45.53K	1,448,772