Quincy Lee
Ancient Art (Teton Capital)
Ancient Art (Teton Capital) Portfolio 13F
Quincy Lee Holdings Activity
- Portfolio value:
- $620.03M≈ (-$52M≈)
- Previous value:
- $672.46M≈
- # of changes:
- 24
- New positions:
- 10
- Reported for:
- 31 Mar 2020 (Q1)
- Latest filing date:
- 15 May 2020
Ancient Art (Teton Capital) has disclosed a total of 24 changes to the portfolio in the (2020 Q1) SEC report(s): increased the number of shares of 9, bought 10 totally new and decreased the number of shares of 5 position(s).
What stocks did Quincy Lee buy in 2020 Q1?
During 2020 Q1 Quincy Lee has bought 19 securities out of which top 5 purchases (by % change to portfolio) were (IBKR) Interactive Brokers Group Inc (added shares +16.82%), (RDFN) Redfin Corp (added shares +11.98%), (FWONK) Liberty Media Corp Series C Liberty Formula One (added shares +173.84%), (UPWK) Upwork Inc (added shares +56.37%) and (ALGT) Allegiant Travel Company (added shares +205.12%).
What did Quincy Lee invest in during 2020 Q1?
24 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
AdvanSix Inc
|
new
|
$9.54
|
+110.03%($20.04)
|
1.12%
|
2020 Q1
|
≈ 0.25 years
|
||||
|
|
Canada Goose Holdings Inc
|
new
|
$19.89
|
-55.43%($8.86)
|
1.78%
|
2020 Q1
|
≈ 0.25 years
|
||||
|
|
Credit Acceptance Corp
|
new
|
$255.70
|
+123.40%($571.24)
|
0.82%
|
2020 Q1
|
≈ 0.25 years
|
||||
|
|
Dell Technologies Inc
|
new
|
$39.55
|
+976.43%($425.73)
|
1.91%
|
2020 Q1
|
≈ 0.25 years
|
||||
|
|
DESPEGAR.COM CORP
|
new
|
$5.67
|
|
1.72%
|
2020 Q1
|
≈ 0.25 years
|
||||
|
|
Guidewire Software Inc
|
new
|
$79.31
|
+96.83%($156.10)
|
1.29%
|
2020 Q1
|
≈ 0.25 years
|
||||
|
|
JetBlue Airways Corp
|
new
|
$8.95
|
-29.33%($6.32)
|
1.05%
|
2020 Q1
|
≈ 0.25 years
|
||||
|
|
National Instruments Corp
|
new
|
$33.08
|
|
0.13%
|
2020 Q1
|
≈ 0.25 years
|
||||
|
|
SPIRIT AIRLINES INC
|
new
|
$12.89
|
|
1.93%
|
2020 Q1
|
≈ 0.25 years
|
||||
|
|
Twitter Inc
|
new
|
$24.56
|
|
1.10%
|
2020 Q1
|
≈ 0.25 years
|
||||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.