Ancient Art, L.P.: TAMBORAN RES CORP (TBN): Quarterly 13F Position History
As of Q1 2026, Ancient Art, L.P. reported 437,142 shares of TAMBORAN RES CORP (TBN), worth $21.9M and representing 4.8% of its 13F equity book. The position first appeared in Q3 2024 and has been disclosed across 7 13F-HR filings in Pactolio's tracked window.
- 437,142Shares Held (Latest Filing)
- $21.9MReported Market Value (Latest Filing)
- 4.8%Portfolio Weight (% of 13F Equity Book)
- 0Quarter-over-Quarter Share Change
- +$9.9MQuarter-over-Quarter Value Change
- 437,142Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 7 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 437,142 | 0 | — | $21.9M | 4.8% | $50.0 |
| Q4 2025 | 437,142 | 0 | — | $11.9M | 2.7% | $27.2 |
| Q3 2025 | 437,142 | 0 | — | $12.0M | 2.9% | $27.4 |
| Q2 2025 | 437,142 | 0 | — | $9.3M | 3.0% | $21.3 |
| Q1 2025 | 437,142 | 0 | — | $10.5M | 3.1% | $24.0 |
| Q4 2024 | 437,142 | 0 | — | $9.2M | 2.0% | $21.0 |
| Q3 2024 | 437,142 | — | — | $8.9M | 2.1% | $20.3 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Ancient Art, L.P. first disclose a TBN position in 13F-HR filings?
Ancient Art, L.P. first reported TAMBORAN RES CORP (TBN) on its 13F-HR filing for the period ending 2024-09-30 (Q3 2024). The position has appeared on 7 reported quarters within Pactolio's tracked window.
What was Ancient Art, L.P.'s most recent quarter-over-quarter share-count change in TBN?
Ancient Art, L.P. held the same 437,142 shares of TBN between Q4 2025 and Q1 2026 — the reported share count was unchanged quarter-over-quarter.
Does the implied price-per-share represent Ancient Art, L.P.'s cost basis in TBN?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.