Francois Rochon's NYT Position Overview
Francois Rochon (via Giverny Capital Inc.) currently holds 484,424 shares of The New York Times Company (NYT) worth $33.9 M, representing 1.14% of the portfolio. First purchased in 1970-Q1, this long-term strategic position has been held for 226 quarters.
Based on 13F filings since 2013, Francois Rochon has maintained a long-term strategic position in NYT, representing a significant commitment to this investment thesis. Largest reduction occurred in Q2 2026, reducing 5.33 M shares.
Analysis based on 13F filings available since 2013 Q2
Francois Rochon's The New York Times Company (NYT) Holding Value Over Time
Track share changes against reported price movement
Quarterly The New York Times Company (NYT) Trades by Francois Rochon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +484,424 | New Buy | 484,424 | $69.98 |
| Q1 1970 | +5.81 M | Add 0.00% | 5.81 M | $5.83 |
Francois Rochon's The New York Times Company Investment FAQs
Francois Rochon first purchased The New York Times Company (NYT) in Q1 1970, acquiring 5,813,088 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Francois Rochon has held The New York Times Company (NYT) for 226 quarters since Q1 1970.
Francois Rochon's largest addition to The New York Times Company (NYT) was in Q1 1970, adding 5,813,088 shares worth $33.9 M.
According to the latest 13F filing for Q2 2026, Francois Rochon's firm, Giverny Capital Inc., owns 484,424 shares of The New York Times Company (NYT), valued at approximately $33.9 M.
As of the Q2 2026 filing, The New York Times Company (NYT) represents approximately 1.14% of Francois Rochon's publicly disclosed stock portfolio, making it one of their key holdings.
Francois Rochon's peak holding in The New York Times Company (NYT) was 5,813,088 shares, as reported at the end of Q1 1970.