Quincy Lee – Ancient Art (Teton Capital) Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Ancient Art (Teton Capital) portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2025. 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 Q2 2025, the filing reported:
New Buys – EchoStar Corporation (SATS), E2open Parent Holdings, Inc. (ETWO), Thryv Holdings, Inc. (THRY), Rocket Companies, Inc. (RKT), Spirit Airlines (FLYY), and 1 more
Increases – Interactive Brokers Group, Inc. (IBKR), Ally Financial Inc. (ALLY), Frontier Group Holdings, Inc. (ULCC), Controladora Vuela Compania de (VLRS), Stellantis (STLA)
Reductions – Upwork Inc. (UPWK)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Ancient Art (Teton Capital) Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2018Dec 31, 2018 | CHTR Charter Communications, Inc. | Sell | -65,000-24.3% |
Q3 2018Sep 30, 2018 | RDFN Redfin Corporation | Buy | +486,814+49.1% |
Q3 2018Sep 30, 2018 | BLDR Builders FirstSource, Inc. | Buy - Position Entry | +470,771 |
Q3 2018Sep 30, 2018 | ZG Zillow Group, Inc. | Buy | +86,838+12.0% |
Q3 2018Sep 30, 2018 | IBKR Interactive Brokers Group, Inc. | Buy | +59,996+4.3% |
Q3 2018Sep 30, 2018 | Z Zillow Group, Inc. | Buy | +5,748+0.9% |
Q3 2018Sep 30, 2018 | UHAL U-Haul Holding Company | Sell - Position Exit | -13,499-100.0% |
Q3 2018Sep 30, 2018 | GOOG Alphabet Inc. | Sell | -35,000-23.4% |
Q3 2018Sep 30, 2018 | TRUE TrueCar, Inc. | Sell - Position Exit | -362,325-100.0% |
Q2 2018Jun 30, 2018 | RDFN Redfin Corporation | Buy | +909,235+1104.0% |
Q2 2018Jun 30, 2018 | TRUE TrueCar, Inc. | Buy - Position Entry | +362,325 |
Q2 2018Jun 30, 2018 | CHTR Charter Communications, Inc. | Buy | +170,896+176.8% |
Q2 2018Jun 30, 2018 | ZG Zillow Group, Inc. | Buy | +98,189+15.7% |
Q2 2018Jun 30, 2018 | GOOG Alphabet Inc. | Sell | -6,750-4.3% |
Q2 2018Jun 30, 2018 | PRPL Purple Innovation, Inc. | Sell | -9,794-4.6% |
Q2 2018Jun 30, 2018 | UHAL U-Haul Holding Company | Sell | -23,955-64.0% |
Q2 2018Jun 30, 2018 | RUSHB Rush Enterprises, Inc. | Sell - Position Exit | -160,922-100.0% |
Q2 2018Jun 30, 2018 | VSTO Vista Outdoor Inc. | Sell - Position Exit | -524,501-100.0% |
Q2 2018Jun 30, 2018 | IBKR Interactive Brokers Group, Inc. | Sell | -577,293-29.1% |
Q2 2018Jun 30, 2018 | FOSL Fossil Group, Inc. | Sell - Position Exit | -1,296,200-100.0% |
Q1 2018Mar 31, 2018 | PRPL Purple Innovation, Inc. | Buy - Position Entry | +211,240 |
Q1 2018Mar 31, 2018 | ZG Zillow Group, Inc. | Buy | +134,661+27.4% |
Q1 2018Mar 31, 2018 | RDFN Redfin Corporation | Buy - Position Entry | +82,358 |
Q1 2018Mar 31, 2018 | VSTO Vista Outdoor Inc. | Buy | +43,000+8.9% |
Q1 2018Mar 31, 2018 | RUSHB Rush Enterprises, Inc. | Sell | -2,309-1.4% |
Q1 2018Mar 31, 2018 | CACC Credit Acceptance Corporation | Sell - Position Exit | -140,410-100.0% |
Q1 2018Mar 31, 2018 | FOSL Fossil Group, Inc. | Sell | -269,738-17.2% |
Q1 2018Mar 31, 2018 | IBKR Interactive Brokers Group, Inc. | Sell | -415,184-17.3% |
Q4 2017Dec 31, 2017 | Z Zillow Group, Inc. | Buy | +529,232+613.3% |
Q4 2017Dec 31, 2017 | VSTO Vista Outdoor Inc. | Buy - Position Entry | +481,501 |