Quincy Lee
Ancient Art (Teton Capital)
Ancient Art (Teton Capital) Portfolio 13F
Quincy Lee Holdings Activity
- Portfolio value:
- $544.66M≈ (-$75M≈)
- Previous value:
- $620.03M≈
- # of changes:
- 24
- New positions:
- 3
- Reported for:
- 30 Jun 2020 (Q2)
- Latest filing date:
- 14 Aug 2020
Ancient Art (Teton Capital) has disclosed a total of 24 changes to the portfolio in the (2020 Q2) SEC report(s): increased the number of shares of 2, bought 3 totally new, decreased the number of shares of 9 and completely sold out 10 position(s).
What stocks did Quincy Lee buy in 2020 Q2?
What did Quincy Lee invest in during 2020 Q2?
In the 2020 Q2 report(s) the following changes have been made to the top investments: (ZG) Zillow Group Inc (reduced shares -42.87%), (FWONA) Liberty Media Corp Series A Liberty Formula One (reduced shares -6.81%), (UPWK) Upwork Inc (reduced shares -21.31%) and (TWTR) Twitter Inc (added shares +474.24%).
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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
CUSHMAN & WAKEFIELD UK HOLDC
|
new
|
$12.46
|
+9.31%($13.62)
|
2.18%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
Stitch Fix
|
new
|
$24.94
|
-83.28%($4.17)
|
2.59%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
Wells Fargo & Company
|
new
|
$25.60
|
+240.61%($87.20)
|
3.53%
|
2020 Q2
|
≈ 0.25 years
|
||||
|
|
Twitter Inc
|
+474.24%
|
$29.79
|
|
8.74%
|
2020 Q1
|
≈ 0.50 years
|
||||
|
|
DESPEGAR.COM CORP
|
+11.11%
|
$7.18
|
|
2.76%
|
2020 Q1
|
≈ 0.50 years
|
||||
|
|
AdvanSix Inc
|
-1.45%
|
$11.74
|
+70.69%($20.04)
|
1.55%
|
2020 Q1
|
≈ 0.50 years
|
||||
|
|
Liberty Media Corp Series A Liberty Formula One
|
-6.81%
|
$29.18
|
+207.03%($89.59)
|
12.95%
|
2017 Q3
|
≈ 3.00 years
|
||||
|
|
Builders FirstSource Inc
|
-19.25%
|
$20.70
|
+247.91%($72.02)
|
2.78%
|
2018 Q3
|
≈ 2.00 years
|
||||
|
|
Upwork Inc
|
-21.31%
|
$14.44
|
-33.59%($9.59)
|
11.63%
|
2019 Q1
|
≈ 1.50 years
|
||||
|
|
Zillow Group Inc
|
-42.87%
|
$57.48
|
-38.34%($35.44)
|
14.76%
|
2017 Q3
|
≈ 3.00 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.