Quincy Lee - Ancient Art (Teton Capital) 13F Activity & Position Changes (Q4 2020)

As of Dec 31, 2020, the Ancient Art (Teton Capital) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 16, 2021. 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 2020, the filing reported:

New Buys - Credit Acceptance Corporation

Increases - Builders FirstSource, Inc., Lyft, Inc., Uber Technologies, Inc., Wells Fargo & Company

Reductions - Canada Goose Holdings Inc. Subo, Upwork Inc.

Complete Exits - Stitch Fix, Inc.

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 2020	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Buy	+50,000	+4.5%	$47.72K	1,169,191
Q4 2020	CACC Credit Acceptance Corporation	Credit Acceptance Corporation	Buy - Position Entry	+7,797	-	$2.70K	7,797
Q4 2020	GOOS Canada Goose Holdings Inc. Subo	Canada Goose Holdings Inc. Subo	Sell	-250,000	-40.4%	$10.98K	368,768
Q4 2020	LYFT Lyft, Inc.	Lyft, Inc.	Buy	+177,110	+33.5%	$34.64K	705,024
Q4 2020	SFIX Stitch Fix, Inc.	Stitch Fix, Inc.	Sell - Position Exit	-157,977	-100.0%	$0.00	-
Q4 2020	UBER Uber Technologies, Inc.	Uber Technologies, Inc.	Buy	+550,000	+134.7%	$48.87K	958,238
Q4 2020	UPWK Upwork Inc.	Upwork Inc.	Sell	-1,827,785	-35.4%	$115.34K	3,341,348
Q4 2020	WFC Wells Fargo & Company	Wells Fargo & Company	Buy	+400,000	+15.6%	$89.48K	2,965,000