Quincy Lee
Ancient Art (Teton Capital)
Ancient Art (Teton Capital) Portfolio 13F
Quincy Lee Holdings Activity
- Portfolio value:
- $442.08M≈ (+$26M≈)
- Previous value:
- $416.08M≈
- # of changes:
- 8
- New positions:
- 0
- Reported for:
- 31 Dec 2025 (Q4)
- Latest filing date:
- 17 Feb 2026
Ancient Art (Teton Capital) has disclosed a total of 8 changes to the portfolio in the (2025 Q4) SEC report(s): increased the number of shares of 4, decreased the number of shares of 3 and completely sold out 1 position(s).
8 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* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
BBB FOODS INC, CL-A
|
+183.14%
|
+253,320
|
391,637
|
+1.91%
|
$33.39
|
+23.15%($41.12)
|
2.96%
|
2025 Q3
|
≈ 0.50 years
|
|
|
|
Thryv Holdings Inc
|
+19.20%
|
+251,449
|
1,560,908
|
+0.34%
|
$6.05
|
-33.31%($4.04)
|
2.14%
|
2025 Q2
|
≈ 0.75 years
|
|
|
|
Upwork Inc
|
+8.72%
|
+372,147
|
4,640,814
|
+1.67%
|
$19.82
|
-54.39%($9.04)
|
20.81%
|
2019 Q1
|
≈ 7.00 years
|
|
|
|
STELLANTIS NV
|
+1.45%
|
+50,000
|
3,499,412
|
+0.12%
|
$10.89
|
-46.88%($5.78)
|
8.62%
|
2019 Q2
|
≈ 6.75 years
|
|
|
|
Volaris
|
-10.58%
|
-207,381
|
1,753,193
|
-0.44%
|
$8.88
|
-11.60%($7.85)
|
3.52%
|
2023 Q3
|
≈ 2.50 years
|
|
|
|
ECHOSTAR CORP-A
|
-15.01%
|
-100,000
|
566,389
|
-2.61%
|
$108.70
|
-21.91%($84.88)
|
13.93%
|
2025 Q2
|
≈ 0.75 years
|
|
|
|
Frontier Group Holdings Inc
|
-16.34%
|
-700,000
|
3,583,803
|
-0.79%
|
$4.71
|
+42.57%($6.72)
|
3.82%
|
2021 Q3
|
≈ 4.50 years
|
|
|
|
INMODE LTD
|
-100%
|
-956,630
|
0
|
-3.43%
|
$14.90
|
+1.71%($15.16)
|
0.00%
|
2025 Q3
|
≈ 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.