- New Purchases: SAVE, DELL, GOOS, DESP, GWRE, ASIX, TWTR, JBLU, CACC, NATI,
- Added Positions: FWONK, ALGT, UPWK, IBKR, TGP, BLDR, FCAU, RDFN, THO,
- Reduced Positions: CHTR, Z, ZG, GOOG, EB, RST,
For the details of Ancient Art, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/ancient+art%2C+l.p./current-portfolio/portfolio
These are the top 5 holdings of Ancient Art, L.P.- Alphabet Inc (GOOG) - 74,460 shares, 13.96% of the total portfolio. Shares reduced by 6.29%
- Interactive Brokers Group Inc (IBKR) - 1,891,573 shares, 13.17% of the total portfolio. Shares added by 16.82%
- Zillow Group Inc (ZG) - 2,365,609 shares, 12.96% of the total portfolio. Shares reduced by 7.54%
- Liberty Formula One Group (FWONA) - 2,593,428 shares, 10.80% of the total portfolio.
- Redfin Corp (RDFN) - 2,971,819 shares, 7.39% of the total portfolio. Shares added by 11.98%
Ancient Art, L.P. initiated holding in Spirit Airlines Inc. The purchase prices were between $8.39 and $44.58, with an estimated average price of $32.61. The stock is now traded at around $22.62. The impact to a portfolio due to this purchase was 1.93%. The holding were 926,425 shares as of .
New Purchase: Dell Technologies Inc (DELL)Ancient Art, L.P. initiated holding in Dell Technologies Inc. The purchase prices were between $28.87 and $53.34, with an estimated average price of $45.79. The stock is now traded at around $50.52. The impact to a portfolio due to this purchase was 1.91%. The holding were 300,000 shares as of .
New Purchase: Canada Goose Holdings Inc (GOOS)Ancient Art, L.P. initiated holding in Canada Goose Holdings Inc. The purchase prices were between $14.86 and $36.24, with an estimated average price of $28.25. The stock is now traded at around $25.34. The impact to a portfolio due to this purchase was 1.78%. The holding were 554,647 shares as of .
New Purchase: Despegar.com Corp (DESP)Ancient Art, L.P. initiated holding in Despegar.com Corp. The purchase prices were between $5.11 and $15.22, with an estimated average price of $11.96. The stock is now traded at around $9.53. The impact to a portfolio due to this purchase was 1.72%. The holding were 1,881,215 shares as of .
New Purchase: Guidewire Software Inc (GWRE)Ancient Art, L.P. initiated holding in Guidewire Software Inc. The purchase prices were between $76.06 and $122.6, with an estimated average price of $104.94. The stock is now traded at around $107.07. The impact to a portfolio due to this purchase was 1.29%. The holding were 100,900 shares as of .
New Purchase: AdvanSix Inc (ASIX)Ancient Art, L.P. initiated holding in AdvanSix Inc. The purchase prices were between $8.51 and $20, with an estimated average price of $15.66. The stock is now traded at around $15.77. The impact to a portfolio due to this purchase was 1.12%. The holding were 730,465 shares as of .
Added: Liberty Formula One Group (FWONK)Ancient Art, L.P. added to a holding in Liberty Formula One Group by 173.84%. The purchase prices were between $20.51 and $48.53, with an estimated average price of $40.05. The stock is now traded at around $36.91. The impact to a portfolio due to this purchase was 4.61%. The holding were 1,654,000 shares as of .
Added: Allegiant Travel Co (ALGT)Ancient Art, L.P. added to a holding in Allegiant Travel Co by 205.12%. The purchase prices were between $68.82 and $177.79, with an estimated average price of $144.97. The stock is now traded at around $124.10. The impact to a portfolio due to this purchase was 2.43%. The holding were 273,853 shares as of .
Added: Upwork Inc (UPWK)Ancient Art, L.P. added to a holding in Upwork Inc by 56.37%. The purchase prices were between $5.43 and $10.67, with an estimated average price of $8.65. The stock is now traded at around $12.33. The impact to a portfolio due to this purchase was 2.09%. The holding were 5,574,659 shares as of .
Added: Teekay LNG Partners LP (TGP)Ancient Art, L.P. added to a holding in Teekay LNG Partners LP by 133.30%. The purchase prices were between $7.42 and $15.56, with an estimated average price of $12.45. The stock is now traded at around $12.13. The impact to a portfolio due to this purchase was 1.04%. The holding were 1,155,323 shares as of .
Added: Builders FirstSource Inc (BLDR)Ancient Art, L.P. added to a holding in Builders FirstSource Inc by 134.63%. The purchase prices were between $10.65 and $28.18, with an estimated average price of $22.77. The stock is now traded at around $23.53. The impact to a portfolio due to this purchase was 1.03%. The holding were 905,692 shares as of .
Added: Fiat Chrysler Automobiles NV (FCAU)Ancient Art, L.P. added to a holding in Fiat Chrysler Automobiles NV by 74.41%. The purchase prices were between $6.35 and $15.08, with an estimated average price of $11.94. The stock is now traded at around $10.40. The impact to a portfolio due to this purchase was 0.88%. The holding were 1,787,716 shares as of .
Reduced: Charter Communications Inc (CHTR)Ancient Art, L.P. reduced to a holding in Charter Communications Inc by 47.27%. The sale prices were between $371.7 and $542.46, with an estimated average price of $489.92. The stock is now traded at around $530.72. The impact to a portfolio due to this sale was -3.23%. Ancient Art, L.P. still held 50,000 shares as of .
Reduced: Zillow Group Inc (Z)Ancient Art, L.P. reduced to a holding in Zillow Group Inc by 70.28%. The sale prices were between $25.01 and $65, with an estimated average price of $46.3. The stock is now traded at around $59.32. The impact to a portfolio due to this sale was -1.34%. Ancient Art, L.P. still held 82,523 shares as of .
Reduced: Eventbrite Inc (EB)Ancient Art, L.P. reduced to a holding in Eventbrite Inc by 69.62%. The sale prices were between $7 and $22.4, with an estimated average price of $17.07. The stock is now traded at around $11.67. The impact to a portfolio due to this sale was -0.69%. Ancient Art, L.P. still held 100,000 shares as of .
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