Q4 2025 · 13F-HR
Ancient Art, L.P.holdings as filed
Filed 2026-02-17 · accession 0001426749-26-000001
$442.1M
Reported value
11
Positions
2025-12-31
Period end
The Brief · Ancient Art, L.P. · Q4 2025
AI · grounded in 13F
Ancient Art, L.P. closed its position in INMD, reducing its exposure by $14.25M. The fund significantly increased its stake in TBBB by 183.14%. Other activity included accumulating shares of UPWK by 8.72% and STLA by 1.45%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 45841N107 | IBKR | INTERACTIVE BROKERS GROUP IN | $105.7M | 23.9% | 1,643,636 | Common | SOLE |
| 91688F104 | UPWK | UPWORK INC | $92.0M | 20.8% | 4,640,814 | Common | SOLE |
| 278768106 | SATS | ECHOSTAR CORP | $61.6M | 13.9% | 566,389 | Common | SOLE |
| 02005N100 | ALLY | ALLY FINL INC | $59.3M | 13.4% | 1,308,399 | Common | SOLE |
| N82405106 | STLA | STELLANTIS N.V | $38.1M | 8.62% | 3,499,412 | Common | SOLE |
| 54150E104 | LOMA | LOMA NEGRA C I A S A MTN 14 | $18.6M | 4.21% | 1,435,809 | Common | SOLE |
| 35909R108 | ULCC | FRONTIER GROUP HLDGS INC | $16.9M | 3.82% | 3,583,803 | Common | SOLE |
| 21240E105 | VLRS | CONTROLADORA VUELA COMP DE A | $15.6M | 3.52% | 1,753,193 | Common | SOLE |
| G0896C103 | TBBB | BBB FOODS INC | $13.1M | 2.96% | 391,637 | Common | SOLE |
| 87507T101 | TBN | TAMBORAN RES CORP | $11.9M | 2.69% | 437,142 | Common | SOLE |
| 886029206 | THRY | THRYV HLDGS INC | $9.4M | 2.14% | 1,560,908 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.