Which hedge funds own NYT? NEW YORK TIMES CO, Q2 2026 13F holders
58 tracked hedge funds disclosed a position in NYT (NEW YORK TIMES CO) in their Q2 2026 13F filings, worth $3.8bn in total. The largest holder by portfolio weight is Linonia Partnership LP at 11.3% of its book. 23 opened a new position this quarter: Makena Capital Management LLC, Giverny Capital (François Rochon), FORA Capital, LLC, AlphaGrep UK Ltd. 10 exited: Egerton Capital (UK) LLP, Verdad Advisers, LP, Landscape Capital Management, L.L.C..
- 58
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 23
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 10
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $128m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $101m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $3.8bn
- Combined value Sum of the holders' reported positions in the security.
- 4.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Egerton Capital (UK) LLP | 0.9% | $81.4m |
| Verdad Advisers, LP | 0.7% | $629k |
| Landscape Capital Management, L.L.C. | 0.4% | $5.6m |
| Scientech Research LLC | 0.3% | $398k |
| Campbell & CO Investment Adviser LLC | 0.2% | $4.4m |
| Graham Capital Management, L.P. | 0.10% | $2.9m |
| Weiss Asset Management LP | 0.09% | $4.8m |
| Centiva Capital, LP | 0.01% | $245k |
| Partners Capital Investment Group, LLP | 0.01% | $219k |
| Maverick Capital Ltd | 0.01% | $680k |
Ownership over time
Who discovered NYT first? Beta
| Darsana Capital Partners LP high conviction | Q1 2018 | +21.0 pts |
| Soma Equity Partners LP high conviction | Q4 2017 | +11.0 pts |
| Shannon River Fund Management LLC high conviction | Q2 2018 | +10.8 pts |
| Slate Path Capital LP high conviction | Q1 2018 | +8.2 pts |
| QVT Financial LP | Q4 2015 | +3.8 pts |
| ValueAct Holdings, L.P. high conviction | Q3 2022 | +3.8 pts |
| Sculptor Capital LP | Q2 2018 | +2.0 pts |
| HG Vora Capital Management, LLC high conviction | Q4 2015 | +1.3 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.