Jeremy Grantham's NYT Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 493,204 shares of The New York Times Company (NYT) worth $34.24 M, representing 0.09% of the portfolio. First purchased in 2017-Q3, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in NYT, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 315,381 shares. Largest reduction occurred in Q4 2025, reducing 565,827 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham'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 Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -565,827 | Reduce 53.43% | 493,204 | $69.42 |
| Q3 2025 | -79,171 | Reduce 6.96% | 1.06 M | $57.40 |
| Q2 2025 | +111,816 | Add 10.89% | 1.14 M | $55.98 |
| Q1 2025 | +117,743 | Add 12.96% | 1.03 M | $49.60 |
| Q4 2024 | +80,217 | Add 9.68% | 908,643 | $52.05 |
| Q3 2024 | +54,425 | Add 7.03% | 828,426 | $55.67 |
| Q2 2024 | +37,847 | Add 5.14% | 774,001 | $51.21 |
| Q1 2024 | +315,381 | Add 74.95% | 736,154 | $43.22 |
| Q4 2023 | -19,401 | Reduce 4.41% | 420,773 | $48.99 |
| Q3 2023 | +55,685 | Add 14.48% | 440,174 | $41.20 |
| Q1 2023 | +136,661 | Add 55.14% | 384,489 | $38.88 |
| Q4 2022 | +247,828 | New Buy | 247,828 | $32.46 |
| Q2 2018 | -81,700 | Sold Out | 0 | $0.00 |
| Q1 2018 | -28,300 | Reduce 25.73% | 81,700 | $24.10 |
| Q4 2017 | +22,000 | Add 25.00% | 110,000 | $18.50 |
| Q3 2017 | +88,000 | New Buy | 88,000 | $19.60 |
Jeremy Grantham's The New York Times Company Investment FAQs
Jeremy Grantham first purchased The New York Times Company (NYT) in Q3 2017, acquiring 88,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held The New York Times Company (NYT) for 17 quarters since Q3 2017.
Jeremy Grantham's largest addition to The New York Times Company (NYT) was in Q1 2024, adding 736,154 shares worth $31.82 M.
According to the latest 13F filing for Q4 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 493,204 shares of The New York Times Company (NYT), valued at approximately $34.24 M.
As of the Q4 2025 filing, The New York Times Company (NYT) represents approximately 0.09% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in The New York Times Company (NYT) was 1,138,202 shares, as reported at the end of Q2 2025.