NEW YORK TIMES CO NYT
CL A · Common Stock · CUSIP 650111107 · ISIN US6501111073
American mass media company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($4.0m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $39.30. Options: 9 managers hold calls ($15.3m notional), 8 hold puts ($9.1m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 314 |
| Q4 2022 | 339 |
| Q1 2023 | 363 |
| Q2 2023 | 342 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 159 | 135 |
| Q1 2023 | 186 | 139 |
| Q2 2023 | 137 | 178 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $12.2m | $7.8m | 0.64 |
| Q4 2022 | $10.1m | $5.0m | 0.49 |
| Q1 2023 | $13.6m | $5.8m | 0.42 |
| Q2 2023 | $15.3m | $9.1m | 0.60 |
Biggest buyers
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Added | +1.6m |
| T. Rowe Price Investment Management, Inc. | Added | +1.3m |
| Independent Franchise Partners LLP | Added | +763.5k |
| BAILLIE GIFFORD & CO | Added | +622.1k |
| LGT Group Foundation | New | +543.2k |
| Stockbridge Partners LLC | Added | +345.9k |
| AQR CAPITAL MANAGEMENT LLC | Added | +341.5k |
| Achmea Investment Management B.V. | Added | +314.4k |
| Mitsubishi UFJ Trust & Banking Corp | Added | +257.2k |
| WELLINGTON MANAGEMENT GROUP LLP | Added | +241.0k |
Biggest sellers
| FMR LLC | Reduced | -1.5m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -1.5m |
| Jackson Square Partners, LLC | Reduced | -1.2m |
| Cubist Systematic Strategies, LLC | Sold out | -510.5k |
| VANGUARD GROUP INC | Reduced | -476.2k |
| Sculptor Capital LP | Reduced | -474.6k |
| BlackRock Inc. | Reduced | -389.3k |
| Slate Path Capital LP | Reduced | -275.0k |
| SEI INVESTMENTS CO | Reduced | -263.3k |
| TWINBEECH CAPITAL LP | Sold out | -252.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $5.3m133.5k shares |
| CITADEL ADVISORS LLC | Added | $2.8m71.6k shares |
| JANE STREET GROUP, LLC | Added | $2.5m64.0k shares |
| SIMPLEX TRADING, LLC | Added | $1.7m43.9k shares |
| Squarepoint Ops LLC | New | $1.2m30.2k shares |
| PEAK6 Investments LLC | Added | $890.0k22.6k shares |
| Walleye Trading LLC | Added | $827.0k21.0k shares |
| GROUP ONE TRADING LLC | Reduced | $106.3k2.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| PEAK6 Investments LLC | Added | $5.2m132.7k shares |
| CITADEL ADVISORS LLC | Added | $1.4m34.7k shares |
| Squarepoint Ops LLC | New | $1.3m31.8k shares |
| SIMPLEX TRADING, LLC | Added | $736.0k18.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $405.6k10.3k shares |
| Walleye Trading LLC | Added | $145.7k3.7k shares |
| GROUP ONE TRADING LLC | Reduced | $3.9k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BERKSHIRE HATHAWAY INC 13G · institution new · filed 2026-05-15 | 9.4% |
| AQR CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-05-14 | 5.1% |
| T. Rowe Price Investment Management, Inc. 13G · institution filed 2026-08-14 | 5.0% |
Fell to 5% or below in the last year: Linonia Partnership LP (5.0%, 2026-08-05), VANGUARD CAPITAL MANAGEMENT LLC (4.8%, 2026-07-31), VANGUARD GROUP INC (0.0%, 2026-03-27), Darsana Capital Partners LP (4.7%, 2026-02-17)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 0 | — | — |
| Q1 2022 | 0 | — | 2 | $1.3m | — |
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $231.3k | — |
| Q1 2023 | 0 | — | 2 | $1.7m | — |
| Q2 2023 | 0 | — | 0 | — | — |
None reported in Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 15.8m $623.6m | Reduced -476.2k |
| BlackRock Inc. 0.02% of their portfolio | 13.9m $546.8m | Reduced -389.3k |
| ValueAct Holdings, L.P. 8.21% of their portfolio | 13.4m $528.1m | Unchanged |
| Stockbridge Partners LLC 6.71% of their portfolio | 8.3m $328.8m | Added +345.9k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 1.87% of their portfolio | 8.0m $313.7m | Added +1.6m |
| WELLINGTON MANAGEMENT GROUP LLP 0.05% of their portfolio | 6.5m $256.7m | Added +241.0k |
| Jackson Square Partners, LLC 7.26% of their portfolio | 6.3m $249.1m | Reduced -1.2m |
| Darsana Capital Partners LP 12.70% of their portfolio | 5.0m $196.9m | Unchanged |
| STATE STREET CORP 0.01% of their portfolio | 4.5m $179.1m | Reduced -143.1k |
| Route One Investment Company, L.P. 5.97% of their portfolio | 3.8m $149.4m | Unchanged |
| RENAISSANCE TECHNOLOGIES LLC 0.19% of their portfolio | 3.3m $130.0m | Reduced -3.7k |
| CADIAN CAPITAL MANAGEMENT, LP 5.11% of their portfolio | 2.7m $108.2m | Added +225.0k |
| Sculptor Capital LP 2.76% of their portfolio | 2.7m $105.4m | Reduced -474.6k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 2.6m $102.2m | Added +229.0k |
| T. Rowe Price Investment Management, Inc. 0.06% of their portfolio | 2.4m $92.7m | Added +1.3m |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 2.2m $87.0m | Added +173.1k |
| Capital Research Global Investors 0.02% of their portfolio | 2.0m $79.3m | Unchanged |
| Independent Franchise Partners LLP 0.64% of their portfolio | 1.9m $76.0m | Added +763.5k |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 1.9m $74.5m | Added +44.4k |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.8m $70.2m | Added +648 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.7m $68.6m | Reduced -9.6k |
| MORGAN STANLEY 0.01% of their portfolio | 1.7m $67.6m | Added +46.7k |
| NORGES BANK 0.01% of their portfolio | 1.7m $65.4m | Added +36.2k |
| GILDER GAGNON HOWE & CO LLC 0.81% of their portfolio | 1.5m $59.4m | Reduced -23.0k |
| Slate Path Capital LP 2.17% of their portfolio | 1.5m $59.4m | Reduced -275.0k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.4m $56.4m | Added +157.6k |
| Parsifal Capital Management, LP 4.16% of their portfolio | 1.4m $54.9m | Reduced -113.6k |
| Fiera Capital Corp 0.16% of their portfolio | 1.4m $54.6m | Reduced -65.8k |
| SEI INVESTMENTS CO 0.08% of their portfolio | 1.1m $44.4m | Reduced -263.3k |
| Capital World Investors 0.01% of their portfolio | 1.0m $41.3m | Added +565 |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 996.4k $39.2m | Added +8.3k |
| BAILLIE GIFFORD & CO 0.03% of their portfolio | 841.3k $33.1m | Added +622.1k |
| AQR CAPITAL MANAGEMENT LLC 0.06% of their portfolio | 739.0k $29.1m | Added +341.5k |
| GREENOAKS LLC 3.39% of their portfolio | 710.0k $28.0m | Unchanged |
| Aperture Investors, LLC 3.38% of their portfolio | 697.3k $27.5m | Added +115.8k |
| 2Xideas AG 2.58% of their portfolio | 684.3k $26.9m | Reduced -51.0k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.09% of their portfolio | 668.2k $26.3m | Added +196.6k |
| Burgundy Asset Management Ltd. 0.30% of their portfolio | 646.1k $25.4m | Added +150.2k |
| RHUMBLINE ADVISERS 0.03% of their portfolio | 643.9k $25.4m | Added +11.9k |
| Reynders McVeigh Capital Management, LLC 1.59% of their portfolio | 616.5k $24.3m | Reduced -27.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 615.1k $24.2m | Reduced -36.2k |
| FMR LLC 0.00% of their portfolio | 608.9k $24.0m | Reduced -1.5m |
| LGT Group Foundation 0.52% of their portfolio | 543.2k $21.4m | New |
| Mitsubishi UFJ Trust & Banking Corp 0.05% of their portfolio | 505.7k $19.9m | Added +257.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 498.5k $19.6m | Reduced -5.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 457.0k $18.0m | Added +42.0k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 436.1k $17.2m | Reduced -32.6k |
| Retirement Systems of Alabama 0.07% of their portfolio | 412.4k $16.2m | Reduced -29.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.07% of their portfolio | 384.5k $15.1m | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 366.2k $14.4m | Reduced -16.8k |
| Invesco Ltd. 0.00% of their portfolio | 355.4k $14.0m | Reduced -7.8k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 347.0k $13.7m | Reduced -40.8k |
| Achmea Investment Management B.V. 0.29% of their portfolio | 346.6k $13.7m | Added +314.4k |
| Anabranch Capital Management, LP 9.71% of their portfolio | 335.6k $13.2m | Unchanged |
| Swiss National Bank 0.01% of their portfolio | 321.0k $12.6m | Reduced -34.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 317.6k $12.5m | Added +185.3k |
| QVT Financial LP 0.73% of their portfolio | 316.9k $12.5m | Unchanged |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 311.8k $12.3m | Reduced -75.2k |
| COMERICA BANK 0.00% of their portfolio | 303.5k $181 | First filing |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.01% of their portfolio | 281.3k $10.9m | Unchanged |
| California Public Employees Retirement System 0.01% of their portfolio | 278.2k $11.0m | Reduced -39.3k |
| MARSHALL WACE, LLP 0.02% of their portfolio | 276.9k $10.9m | Added +236.5k |
| COMGEST GLOBAL INVESTORS S.A.S. 0.18% of their portfolio | 275.3k $10.8m | Added +20.8k |
| CAPITAL FUND MANAGEMENT S.A. 0.17% of their portfolio | 269.0k $10.6m | Added +1.2k |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP 0.23% of their portfolio | 268.9k $10.6m | Reduced -121.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 253.0k $10.0m | Added +8.4k |
| TWO SIGMA ADVISERS, LP 0.03% of their portfolio | 251.8k $9.9m | Added +129.5k |
| TUDOR INVESTMENT CORP ET AL 0.16% of their portfolio | 250.9k $9.9m | Added +163.9k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.06% of their portfolio | 247.1k $9.7m | Reduced -6.9k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 243.1k $9.6m | Reduced -4.5k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 233.2k $9.2m | Added +197.7k |
| SEGALL BRYANT & HAMILL, LLC 0.10% of their portfolio | 232.5k $9.2m | Added +1.1k |
| WEYBOSSET RESEARCH & MANAGEMENT LLC 3.25% of their portfolio | 225.5k $8.9m | Added +1.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 215.1k $8.5m | Reduced -5.4k |
| Holocene Advisors, LP 0.03% of their portfolio | 202.4k $8.0m | New |
| BARCLAYS PLC 0.01% of their portfolio | 201.3k $7.9m | Added +100.7k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 184.0k $7.2m | Reduced -31.8k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 181.9k $7.2m | Reduced -4.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 172.3k $6.8m | Added +8.9k |
| Granite Investment Partners, LLC 0.27% of their portfolio | 169.7k $6.7m | Added +11.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 159.9k $6.3m | Reduced -7.6k |
| ALGERT GLOBAL LLC 0.27% of their portfolio | 159.2k $6.3m | Reduced -69.4k |
| Thematics Asset Management 0.28% of their portfolio | 150.4k $5.9m | Unchanged |
| TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio | 144.3k $5.7m | Reduced -3.4k |
| CULLINAN ASSOCIATES INC 0.31% of their portfolio | 142.1k $5.6m | Added +13.8k |
| Cannell & Co. 0.18% of their portfolio | 136.7k $5.4m | Unchanged |
| Baker Chad R 1.27% of their portfolio | 136.5k $5.4m | Reduced -62.9k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.20% of their portfolio | 136.4k $5.4m | Unchanged |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 133.9k $5.3m | Reduced -9.7k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 133.3k $5.3m | Reduced -7.4k |
| TRILLIUM ASSET MANAGEMENT, LLC 0.14% of their portfolio | 127.8k $5.0m | Reduced -2.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 122.8k $4.8m | Reduced -5.3k |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 119.3k $4.7m | Reduced -13.2k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 117.2k $4.6m | Reduced -13.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 116.3k $4.6m | Reduced -32.0k |
| AMALGAMATED BANK 0.03% of their portfolio | 106.7k $4.2m | Reduced -6.2k |
| Man Group plc 0.01% of their portfolio | 106.2k $4.2m | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 103.4k $4.1m | Reduced -1.5m |
| Redwood Investment Management, LLC 0.44% of their portfolio | 103.1k $4.3m | Added +11.4k |
| Squarepoint Ops LLC 0.02% of their portfolio | 102.9k $4.1m | Added +72.2k |