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 ($4.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.16. Options: 9 managers hold calls ($18.9m notional), 8 hold puts ($7.8m).
Trends to Q1 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 314 |
| Q4 2022 | 339 |
| Q1 2023 | 363 |
| Q2 2023 | 342 |
| Q3 2023 | 374 |
| Q4 2023 | 409 |
| Q1 2024 | 414 |
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 |
| Q3 2023 | 175 | 149 |
| Q4 2023 | 181 | 171 |
| Q1 2024 | 198 | 175 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $15.3m | $9.1m | 0.60 |
| Q3 2023 | $22.1m | $11.4m | 0.52 |
| Q4 2023 | $19.5m | $13.6m | 0.70 |
| Q1 2024 | $18.9m | $7.8m | 0.41 |
Biggest buyers
| MORGAN STANLEY | Added | +2.4m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Added | +1.7m |
| Invesco Ltd. | Added | +1.3m |
| JUPITER ASSET MANAGEMENT LTD | New | +981.8k |
| T. Rowe Price Investment Management, Inc. | Added | +534.3k |
| GEODE CAPITAL MANAGEMENT, LLC | Added | +454.3k |
| Stockbridge Partners LLC | Added | +428.6k |
| MILLENNIUM MANAGEMENT LLC | Added | +392.1k |
| Gradient Investments LLC | New | +351.5k |
| Balyasny Asset Management L.P. | Added | +315.4k |
Biggest sellers
| ValueAct Holdings, L.P. | Reduced | -1.5m |
| Sculptor Capital LP | Sold out | -1.1m |
| Jackson Square Partners, LLC | Reduced | -1.1m |
| Independent Franchise Partners LLP | Reduced | -1.1m |
| Whale Rock Capital Management LLC | Sold out | -764.8k |
| Southpoint Capital Advisors LP | Sold out | -500.0k |
| CADIAN CAPITAL MANAGEMENT, LP | Reduced | -442.5k |
| Capital Research Global Investors | Reduced | -400.0k |
| Holocene Advisors, LP | Reduced | -381.8k |
| Junto Capital Management LP | Sold out | -372.6k |
Biggest calls
| PEAK6 Investments LLC | Reduced | $4.2m96.1k shares |
| CITADEL ADVISORS LLC | Added | $4.1m95.1k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $3.5m81.2k shares |
| SIMPLEX TRADING, LLC | Added | $2.6m60.1k shares |
| JANE STREET GROUP, LLC | Reduced | $1.8m40.9k shares |
| WOLVERINE TRADING, LLC | Added | $1.3m29.5k shares |
| GROUP ONE TRADING LLC | Added | $1.1m24.9k shares |
| Walleye Trading LLC | Reduced | $423.6k9.8k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| PEAK6 Investments LLC | Reduced | $3.1m71.1k shares |
| CITADEL ADVISORS LLC | Reduced | $3.0m68.6k shares |
| SIMPLEX TRADING, LLC | Reduced | $864.0k20.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $570.5k13.2k shares |
| WOLVERINE TRADING, LLC | New | $220.4k5.1k shares |
| GROUP ONE TRADING LLC | Added | $112.4k2.6k shares |
| Walleye Trading LLC | Reduced | $25.9k600 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 Q1 2024
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 |
|---|---|---|---|---|---|
| Q2 2022 | 0 | — | 0 | — | — |
| Q3 2022 | 0 | — | 0 | — | — |
| Q4 2022 | 0 | — | 1 | $231.3k | — |
| Q1 2023 | 0 | — | 2 | $1.7m | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 4 | $2.2m | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 3 | $1.0m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-02-22 | Brayton Diane EVP, GENERAL COUNSEL | Sold | $299.9k7.0k shares |
| 2024-02-16 | KOPIT LEVIEN MEREDITH A. PRESIDENT & CEO, director | Sold | $597.4k13.5k shares |
| 2024-02-14 | Perpich David S. Director | Sold | $132.7k3.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.01% of their portfolio | 15.8m $684.2m | Added +20.3k |
| BlackRock Inc. 0.01% of their portfolio | 14.4m $623.2m | Added +306.9k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 2.84% of their portfolio | 11.2m $483.5m | Added +1.7m |
| T. Rowe Price Investment Management, Inc. 0.26% of their portfolio | 9.7m $417.7m | Added +534.3k |
| Stockbridge Partners LLC 7.19% of their portfolio | 8.1m $349.1m | Added +428.6k |
| MORGAN STANLEY 0.01% of their portfolio | 6.2m $268.9m | Added +2.4m |
| WELLINGTON MANAGEMENT GROUP LLP 0.04% of their portfolio | 5.7m $247.2m | Added +3.7k |
| Darsana Capital Partners LP 6.94% of their portfolio | 5.0m $216.1m | Unchanged |
| STATE STREET CORP 0.01% of their portfolio | 4.8m $208.9m | Added +166.7k |
| Route One Investment Company, L.P. 6.49% of their portfolio | 3.8m $164.0m | Unchanged |
| FRANKLIN RESOURCES INC 0.04% of their portfolio | 3.3m $142.0m | Added +288.7k |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 3.2m $139.0m | Added +454.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.17% of their portfolio | 2.4m $105.0m | Added +9.3k |
| Jackson Square Partners, LLC 4.32% of their portfolio | 2.4m $103.8m | Reduced -1.1m |
| ValueAct Holdings, L.P. 1.99% of their portfolio | 2.1m $90.5m | Reduced -1.5m |
| DIMENSIONAL FUND ADVISORS LP 0.02% of their portfolio | 2.0m $85.8m | Added +92.5k |
| NORGES BANK 0.01% of their portfolio | 1.9m $83.3m | Added +96.2k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio | 1.8m $79.7m | Added +44.0k |
| Invesco Ltd. 0.02% of their portfolio | 1.8m $76.2m | Added +1.3m |
| Bank of New York Mellon Corp 0.01% of their portfolio | 1.6m $70.9m | Reduced -51.0k |
| Slate Path Capital LP 1.29% of their portfolio | 1.5m $65.2m | Unchanged |
| Capital Research Global Investors 0.01% of their portfolio | 1.5m $64.8m | Reduced -400.0k |
| GILDER GAGNON HOWE & CO LLC 0.79% of their portfolio | 1.5m $63.4m | Reduced -20.4k |
| Fiera Capital Corp 0.16% of their portfolio | 1.3m $56.6m | Reduced -50.7k |
| NORTHERN TRUST CORP 0.01% of their portfolio | 1.3m $54.6m | Reduced -243.2k |
| Qube Research & Technologies Ltd 0.10% of their portfolio | 1.2m $53.8m | Added +212.3k |
| CADIAN CAPITAL MANAGEMENT, LP 1.79% of their portfolio | 1.2m $50.4m | Reduced -442.5k |
| Capital World Investors 0.01% of their portfolio | 1.1m $45.4m | Reduced -1.5k |
| Burgundy Asset Management Ltd. 0.45% of their portfolio | 1.0m $43.7m | Added +181.4k |
| AQR CAPITAL MANAGEMENT LLC 0.07% of their portfolio | 991.6k $42.9m | Added +155.4k |
| JUPITER ASSET MANAGEMENT LTD 0.41% of their portfolio | 981.8k $42.4m | New |
| MILLENNIUM MANAGEMENT LLC 0.04% of their portfolio | 978.5k $42.3m | Added +392.1k |
| LGT Group Foundation 0.93% of their portfolio | 912.4k $39.4m | Added +9.3k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 896.4k $38.7m | Reduced -3.2k |
| Squarepoint Ops LLC 0.16% of their portfolio | 890.0k $38.5m | Added +200.5k |
| BAILLIE GIFFORD & CO 0.03% of their portfolio | 823.1k $35.6m | Reduced -45.3k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.12% of their portfolio | 736.2k $31.8m | Added +315.4k |
| Independent Franchise Partners LLP 0.26% of their portfolio | 714.6k $30.9m | Reduced -1.1m |
| GREENOAKS LLC 2.43% of their portfolio | 681.0k $29.4m | Reduced -29.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.03% of their portfolio | 673.9k $29.1m | Added +36.6k |
| Woodline Partners LP 0.25% of their portfolio | 632.4k $27.3m | Added +271.1k |
| PRINCIPAL FINANCIAL GROUP INC 0.02% of their portfolio | 616.1k $26.6m | Added +15.5k |
| SEI INVESTMENTS CO 0.04% of their portfolio | 599.9k $25.9m | Reduced -128.7k |
| Reynders McVeigh Capital Management, LLC 1.47% of their portfolio | 590.1k $25.5m | Reduced -2.4k |
| Nuveen Asset Management, LLC 0.01% of their portfolio | 572.9k $24.8m | Reduced -7.9k |
| RHUMBLINE ADVISERS 0.02% of their portfolio | 524.2k $22.7m | Reduced -68.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 500.2k $21.6m | Reduced -4.4k |
| Man Group plc 0.05% of their portfolio | 465.2k $20.1m | Reduced -202.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.03% of their portfolio | 448.9k $19.4m | Reduced -9.6k |
| TD Asset Management Inc 0.02% of their portfolio | 443.0k $19.1m | Added +25.4k |
| 2Xideas AG 2.31% of their portfolio | 437.7k $18.9m | Reduced -51.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 432.5k $18.7m | Added +80.6k |
| Retirement Systems of Alabama 0.07% of their portfolio | 406.7k $17.6m | Added +540 |
| COMGEST GLOBAL INVESTORS S.A.S. 0.24% of their portfolio | 398.7k $17.2m | Added +12.1k |
| Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio | 392.8k $17.0m | Reduced -36.3k |
| Aperture Investors, LLC 1.99% of their portfolio | 360.1k $15.6m | Added +27.8k |
| Balyasny Asset Management L.P. 0.04% of their portfolio | 359.3k $15.5m | Added +315.4k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 356.7k $15.4m | Reduced -368.3k |
| Gradient Investments LLC 0.35% of their portfolio | 351.5k $15.2m | New |
| Legal & General Group Plc 0.00% of their portfolio | 341.4k $14.8m | Reduced -19.1k |
| Anabranch Capital Management, LP 8.45% of their portfolio | 335.6k $14.5m | Unchanged |
| CAPITAL FUND MANAGEMENT S.A. 0.17% of their portfolio | 321.3k $13.9m | Added +4.9k |
| QVT Financial LP 1.28% of their portfolio | 316.9k $13.7m | Unchanged |
| Achmea Investment Management B.V. 0.26% of their portfolio | 316.5k $13.7m | Reduced -9.9k |
| Swiss National Bank 0.01% of their portfolio | 307.0k $13.3m | Added +800 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 303.3k $13.1m | Reduced -7.4k |
| Cubist Systematic Strategies, LLC 0.15% of their portfolio | 297.9k $12.9m | Added +205.6k |
| California Public Employees Retirement System 0.01% of their portfolio | 290.8k $12.6m | Reduced -8.3k |
| NISSAY ASSET MANAGEMENT CORP /JAPAN 0.08% of their portfolio | 268.0k $11.6m | Added +173.5k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 264.8k $11.4m | Added +10.7k |
| Nippon Life Global Investors Americas, Inc. 0.51% of their portfolio | 253.5k $11.0m | Added +75.4k |
| Trexquant Investment LP 0.21% of their portfolio | 247.8k $10.7m | Added +90.6k |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 241.6k $10.4m | Added +4.5k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 0.04% of their portfolio | 238.8k $10.3m | Reduced -87.6k |
| SEGALL BRYANT & HAMILL, LLC 0.19% of their portfolio | 228.5k $9.9m | Reduced -3.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 222.3k $9.6m | Reduced -2.8k |
| WEYBOSSET RESEARCH & MANAGEMENT LLC 0.08% of their portfolio | 220.5k $249.0k | Reduced -3.6k |
| AMERICAN INTERNATIONAL GROUP, INC. 0.03% of their portfolio | 216.6k $9.4m | Reduced -4.4k |
| ALPS ADVISORS INC 0.06% of their portfolio | 211.7k $9.1m | Added +38.7k |
| COOPER INVESTORS PTY LTD 0.52% of their portfolio | 210.4k $9.1m | Added +17.1k |
| CULLINAN ASSOCIATES INC 0.47% of their portfolio | 195.6k $8.5m | Added +18.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 183.6k $7.9m | Added +20.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.02% of their portfolio | 181.2k $7.8m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 176.0k $7.6m | Added +2.9k |
| FMR LLC 0.00% of their portfolio | 171.6k $7.4m | Reduced -13.5k |
| BARCLAYS PLC 0.00% of their portfolio | 169.9k $7.3m | Added +25.0k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 168.7k $7.3m | Reduced -331.8k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.02% of their portfolio | 167.4k $6.5m | Added +7.4k |
| TRILLIUM ASSET MANAGEMENT, LLC 0.18% of their portfolio | 163.9k $7.1m | Reduced -380 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 156.2k $6.8m | Reduced -9.3k |
| Granite Investment Partners, LLC 0.26% of their portfolio | 155.5k $6.7m | Reduced -6.3k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 155.4k $6.7m | Added +1.3k |
| Cannell & Spears LLC 0.14% of their portfolio | 152.9k $6.6m | Added +140.2k |
| Baker Chad R 1.32% of their portfolio | 143.3k $6.2m | Unchanged |
| TEXAS PERMANENT SCHOOL FUND CORP 0.05% of their portfolio | 143.2k $6.2m | Added +1.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.01% of their portfolio | 142.4k $6.2m | Added +4.8k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 138.2k $6.0m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 127.0k $5.5m | Reduced -70.6k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 125.6k $5.4m | Reduced -15.5k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 123.9k $5.4m | Reduced -41.9k |