Quincy Lee
Ancient Art (Teton Capital)
Ancient Art (Teton Capital) Portfolio 13F
Quincy Lee Holdings Activity
- Portfolio value:
- $728.97M≈ (+$184M≈)
- Previous value:
- $544.66M≈
- # of changes:
- 16
- New positions:
- 4
- Reported for:
- 30 Sep 2020 (Q3)
- Latest filing date:
- 16 Nov 2020
Ancient Art (Teton Capital) has disclosed a total of 16 changes to the portfolio in the (2020 Q3) SEC report(s): increased the number of shares of 5, bought 4 totally new, decreased the number of shares of 4 and completely sold out 3 position(s).
What stocks did Quincy Lee buy in 2020 Q3?
During 2020 Q3 Quincy Lee has bought 9 securities out of which top 5 purchases (by % change to portfolio) were (UPWK) Upwork Inc (added shares +17.83%), (WFC) Wells Fargo & Company (added shares +242.00%), (BLDR) Builders FirstSource Inc (added shares +53.03%), (DESP) DESPEGAR.COM CORP (added shares +52.59%) and (GOOS) Canada Goose Holdings Inc (added shares +11.56%).
What did Quincy Lee invest in during 2020 Q3?
16 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Bed Bath & Beyond Inc
|
new
|
$14.98
|
|
0.41%
|
2020 Q3
|
≈ 0.25 years
|
||||
|
|
Benefitfocus Inc
|
new
|
$11.20
|
|
1.02%
|
2020 Q3
|
≈ 0.25 years
|
||||
|
|
LYFT Inc
|
new
|
$27.55
|
-41.32%($16.16)
|
2.00%
|
2020 Q3
|
≈ 0.25 years
|
||||
|
|
Uber Technologies Inc
|
new
|
$36.48
|
+95.11%($71.18)
|
2.04%
|
2020 Q3
|
≈ 0.25 years
|
||||
|
|
Wells Fargo & Company
|
+242.00%
|
$23.51
|
+270.89%($87.20)
|
8.27%
|
2020 Q2
|
≈ 0.50 years
|
||||
|
|
Builders FirstSource Inc
|
+53.03%
|
$32.62
|
+120.78%($72.02)
|
5.01%
|
2018 Q3
|
≈ 2.25 years
|
||||
|
|
DESPEGAR.COM CORP
|
+52.59%
|
$6.36
|
|
2.78%
|
2020 Q1
|
≈ 0.75 years
|
||||
|
|
Upwork Inc
|
+17.83%
|
$17.44
|
-45.01%($9.59)
|
12.37%
|
2019 Q1
|
≈ 1.75 years
|
||||
|
|
Canada Goose Holdings Inc
|
+11.56%
|
$32.17
|
-72.44%($8.86)
|
2.73%
|
2020 Q1
|
≈ 0.75 years
|
||||
|
|
Interactive Brokers Group Inc
|
-0.09%
|
$12.08
|
+621.45%($87.17)
|
12.53%
|
2013 Q2 or earlier
|
≈ 7.50+ 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.