Quincy Lee's Ancient Art (Teton Capital) sold 1.18M shares of Thryv Holdings Inc (THRY) in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026, 76% of the position. What remains is 378K shares worth about $1.5M, 0.3% of the portfolio against 0.93% a quarter earlier.
What did the 2026 Q2 filing report for THRY?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.56M | 378K |
| Shares sold | -1.18M (76%) | |
| Reported value | $4.3M | $1.5M |
| Portfolio weight | 0.93% | 0.3% |
| Rank in portfolio | 15th of 16 |
How much did Quincy Lee cut THRY?
Quincy Lee sold 1.18M shares of THRY during 2026 Q2, cutting the stake from 1.56M to 378K. The reported value of the position fell by about $2.8M, from about $4.3M to about $1.5M.
Where does THRY sit in the Quincy Lee portfolio?
THRY ranks 15th of 16 stock positions in the Quincy Lee portfolio at 0.3%, below the fund's average stock position of 6%. The THRY cut was the 8th largest of the quarter's 8 position changes by percent change to portfolio. The largest stock position is IBKR at 22.86%. Next come ZG at 13.91% and UPWK at 12.35%. The three largest stocks together are 49.12% of the book. Across the 2026 Q2 portfolio, Quincy Lee reported 16 stock positions, with 2 opened and 2 closed. The total portfolio value is about $489.4M, up 7% from the prior quarter.
How long has Quincy Lee held THRY?
Quincy Lee first reported THRY in the quarter ended June 30, 2025. The weight peaked at 3.8% in 2025 Q3. The share count had been unchanged the quarter before. Every reported trade is on the Quincy Lee THRY trade history page.
FAQ
How many THRY shares did Quincy Lee sell in 2026 Q2?
Quincy Lee sold 1.18M shares of THRY, 76% of the position, leaving 378K shares.
What remains of the THRY position of Quincy Lee?
Quincy Lee still holds 378K shares of THRY, worth about $1.5M at June 30, 2026 prices.
How much of the Quincy Lee portfolio is THRY now?
THRY is 0.3% of the Quincy Lee portfolio, down from 0.93% a quarter earlier.