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Ancient Art, L.P.

CIK:0001426749
Hedge Fund
$1B AUM
15 holdings
Austin, TX, United States
Founded:2006
15 employees
Latest filing:Jun 30, 2025

Ancient Art, L.P. is a Texas-based hedge fund and investment adviser firm founded in 2006, headquartered in Austin, TX. The firm manages discretionary assets primarily for a single client (Teton), with assets exceeding $970 million as of December 31, 2024. The team is relatively small, likely fewer than 20 employees, and the firm specializes in long-term fundamental investing using public equities across diverse sectors.

Investment Strategy

Ancient Art, L.P. employs a fundamental, value-oriented investment strategy, focusing on public equities with significant price dislocations or long-term growth prospects. The fund creates concentrated portfolios with high conviction, actively managing positions based on deep research and long-term holding periods. Sectors of focus include finance, technology, real estate, and automotive, with frequent rebalancing based on shifting market conditions and business fundamentals.

Latest 13F Filing Activity

Ancient Art, L.P. filed their most recent 13F report on Jun 30, 2025 disclosing 15 equity positions with a total 13F market value of $310M. The fund increased holdings in Interactive Brokers Group in, Echostar Corp., Ally Finl Inc. among other positions. Ancient Art, L.P. reduced exposure to Oscar Health Inc., Alibaba Group HLDG LTD, Ishares Bitcoin Trust Etf among others.

Top Buys
I
IBKRINTERACTIVE BROKERS GROUP IN
+$23.0M
S
SATSECHOSTAR CORP
+$18.5M
A
ALLYALLY FINL INC
+$14.2M
T
THRYTHRYV HLDGS INC
+$2.8M
R
RKTROCKET COS INC
+$1.7M
Top Sells
O
OSCROSCAR HEALTH INC
-$38.7M
B
BABAALIBABA GROUP HLDG LTD
-$37.9M
I
IBITISHARES BITCOIN TRUST ETF
-$6.3M
S
STLASTELLANTIS N.V
-$2.9M
U
ULCCFRONTIER GROUP HLDGS INC
-$2.5M

Top Holdings

I
IBKRINTERACTIVE BROKERS GROUP IN
+29.4%$91.1M
A
ALLYALLY FINL INC
+16.5%$51.0M
U
UPWKUPWORK INC
+16.4%$50.7M
S
STLASTELLANTIS N.V
+11.2%$34.6M
S
SATSECHOSTAR CORP
+6.0%$18.5M

Equity Positions (15)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
INTERACTIVE BROKERS GROUP IN29.41%$91.1M1,643,636$48.89$55.41+$23.0M
ALLY FINL INC16.46%$51.0M1,308,399$33.39$38.95+$14.2M
UPWORK INC16.38%$50.7M3,773,908$12.63$13.44+$1.4M
STELLANTIS N.V11.17%$34.6M3,449,412$15.69$10.03-$2.9M
ECHOSTAR CORP5.96%$18.5M666,389$27.70$27.70+$18.5M

Industry Allocation

SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+27.2%
SERVICES-COMPUTER PROCESSING & DATA PREPARATION
+19.1%
STATE COMMERCIAL BANKS
+12.3%
COMMUNICATIONS SERVICES, NEC
+12.2%
AIR TRANSPORTATION, SCHEDULED
+7.9%

Investment Team (1)

NameRoleLocationLinkedIn
P
Patrick O'Brien
Research AnalystDallas, TX , United States