Ancient Art 2025Q3 Holdings
Ancient Art (Teton 资本) Quincy Lee 13F portfolio details.
Total market value: $416,075,612; holdings: 12; previous report: 2025-06-30
| # | Ticker | Name | Market Value | Shares | Weight |
|---|---|---|---|---|---|
| 1 | IAC | IAC, Inc. | $113,098,593 | 1643636 | 27.18% |
| 2 | UPWK | UPWORK INC | $79,269,146 | 4268667 | 19.05% |
| 3 | ALLY | Ally Financial, Inc. | $51,289,241 | 1308399 | 12.33% |
| 4 | SATS | 回声星通信 | $50,885,464 | 666389 | 12.23% |
| 5 | STLA | Stellantis NV | $32,217,508 | 3449412 | 7.74% |
| 6 | FTR | FRONTIER GROUP HLDGS INC | $18,912,990 | 4283803 | 4.55% |
| 7 | THRY | Thryv Holdings, Inc. | $15,792,076 | 1309459 | 3.8% |
| 8 | INMD | InMode Ltd. | $14,253,787 | 956630 | 3.43% |
| 9 | VLRS | Controladora Vuela Compa帽铆a de Aviaci贸n SAB de CV | $14,076,921 | 1960574 | 3.38% |
| 10 | TBN | Tamboran Resources Corp. | $11,968,948 | 437142 | 2.88% |
| 11 | LOMA | Loma Negra Compa帽铆a Industrial Argentina SA | $10,581,912 | 1435809 | 2.54% |
| 12 | TBBB | BBB Foods, Inc. | $3,729,026 | 138317 | 0.9% |
Sold Positions
- ETWO - E2OPEN PARENT HOLDINGS INC
- COOP - Mr. Cooper Group, Inc.
- RKT - Rocket Cos., Inc.
- SAVE - Spirit Airlines, Inc.
- 516806205 - VITAL ENERGY INC