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

According to the SEC 13F filed on Feb 16, 2021, the Ancient Art (Teton Capital) portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 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