Skip to main content

Ancient Art, L.P.

SEC CIK
0001426749
Latest filing
Aug 14, 2026

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Institution overview
Positions
12
−3 vs. Q2 2025
Portfolio value
$416.1M
+$106.4M (+34.4%) vs. Q2 2025
Filed
Nov 14, 2025
SEC
Holdings of Ancient Art, L.P. in Q3 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
IBKRInteractive Brokers Group, Inc.Stock1,643,636$113.1M27.2%00.0%UnchangedHistory
UPWKUpwork, IncCOM4,268,667$79.3M19.1%+494,759+13.1%AddedHistory
ALLYAlly Financial Inc.Stock1,308,399$51.3M12.3%00.0%UnchangedHistory
ECHOEchoStar CORPCL A666,389$50.9M12.2%00.0%UnchangedHistory
STLAStellantis N.V.SHS3,449,412$32.2M7.7%00.0%UnchangedHistory
ULCCFrontier Group Holdings, Inc.COM4,283,803$18.9M4.5%−447,030−9.4%ReducedHistory
THRYThryv Holdings, Inc.COM NEW1,309,459$15.8M3.8%+1,079,016+468.2%AddedHistory
INMDInMode Ltd.SHS956,630$14.3M3.4%+956,630NewHistory
VLRSControladora Vuela Compania de Aviacion, S.A.B. de C.V.SPON ADR RP 101,960,574$14.1M3.4%00.0%UnchangedHistory
TBNTamboran Resources CorpCOM437,142$12.0M2.9%00.0%UnchangedHistory
LOMALoma Negra Compania Industrial Argentina Sociedad AnonimaSPONSORED ADS1,435,809$10.6M2.5%00.0%UnchangedHistory
TBBBBBB Foods IncCL A COM138,317$3.73M0.9%+138,317NewHistory

Sold out since Q2 2025 (5)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Ancient Art, L.P. sold out since Q2 2025
SecurityClassShares in Q2 2025Value in Q2 2025% of portfolio in Q2 2025History
VTLEVital Energy, Inc.COM335,000$5.39M1.7%History
RKTRocket Companies, Inc.Stock119,703$1.70M0.5%History
ETWOE2open Parent Holdings, Inc.COM CL A414,064$1.34M0.4%History
COOPMaverick Merger Sub 2, LLCCOM6,366$949.9K0.3%History
FLYYSpirit Aviation Holdings, Inc.COM19,351$96.6K<0.1%History