Quincy Lee's Portfolio

Ancient Art (Teton Capital) 13F holdings

What is Quincy Lee's portfolio?

Ancient Art (Teton Capital) has disclosed a total of 12 security holdings in their (2025 Q3) SEC 13F filing(s) with portfolio value of $416,075,612.

What stocks does Quincy Lee own?

In Quincy Lee's portfolio as of 30 Sep 2025, the top 5 holdings are (IBKR) INTERACTIVE BROKERS GRO-CL A (27.18%), (UPWK) UPWORK INC (19.05%), (ALLY) ALLY FINANCIAL INC (12.33%), (SATS) ECHOSTAR CORP-A (12.23%) and (STLA) STELLANTIS NV (7.74%).

To see the historical data of Ancient Art (Teton Capital)'s portfolio holdings please click on the "2025 Q3" dropdown menu and select the date.

To see Ancient Art (Teton Capital)'s original 13F reports (2025 Q3), please click on the "important" button.

Portfolio value: $416M+
Period: 2025 Q3
Number of stock: 12
Update: 14 Nov 2025
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
ALLY
ALLY FINANCIAL INC
12.33%
1,308,399
$39.20
9.11% $42.77
$51,289,241
TBBB
BBB FOODS INC-CLASS A
0.90%
138,317
$26.96
46.22% $39.42
$3,729,026
buy
+0.90%
VLRS
CONTROLADORA VUELA CIA-ADR
3.38%
1,960,574
$7.18
-
$14,076,921
SATS
ECHOSTAR CORP-A
12.23%
666,389
$76.36
52.28% $116.28
$50,885,464
ULCC
FRONTIER GROUP HOLDINGS INC
4.55%
4,283,803
$4.42
34.54% $5.94
$18,912,990
-9.45% (-447,030)
-0.47%
INMD
INMODE LTD
3.43%
956,630
$14.90
9.13% $13.54
$14,253,787
buy
+3.43%
IBKR
INTERACTIVE BROKERS GRO-CL A
27.18%
1,643,636
$68.81
22.66% $84.40
$113,098,593
LOMA
LOMA NEGRA CIA IND-SPON ADR
2.54%
1,435,809
$7.37
-
$10,581,912
STLA
STELLANTIS NV
7.74%
3,449,412
$9.34
23.88% $7.11
$32,217,508
TBN
TAMBORAN RESOURCES CORP
2.88%
437,142
$27.38
29.91% $35.57
$11,968,948
THRY
THRYV HOLDINGS INC
3.80%
1,309,459
$12.06
69.15% $3.72
$15,792,076
+468.24% (+1,079,016)
+3.13%
UPWK
UPWORK INC
19.05%
4,268,667
$18.57
52.83% $8.76
$79,269,146
+13.11% (+494,759)
+2.21%
12 of 12

Completely sold out

History
Ticker
Stock
Sold
Shares*
% change to
Portfolio
ETWO
E2OPEN PARENT HOLDINGS INC
414,064
-0.32%
LPI
LAREDO PETROLEUM INC
335,000
-1.30%
COOP
MR COOPER GROUP INC
6,366
-0.23%
RKT
ROCKET COS INC-CLASS A
119,703
-0.41%
FLYY
SPIRIT AVIATION HOLDINGS INC
19,351
-0.02%

Shares, change to shares, sold shares - 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.