John Armitage's NYT Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 971,884 shares of The New York Times Company (NYT) worth $81.38 M, representing 0.90% of the portfolio. First purchased in 2025-Q4, this recently established position has been held for 2 quarters.
Based on recent 13F filings, John Armitage has initiated a new position in NYT, representing a fresh investment thesis on this company. Largest reduction occurred in Q1 2026, reducing 438,119 shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage'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 John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -438,119 | Reduce 31.07% | 971,884 | $83.73 |
| Q4 2025 | +1.41 M | New Buy | 1.41 M | $69.42 |
John Armitage's The New York Times Company Investment FAQs
John Armitage first purchased The New York Times Company (NYT) in Q4 2025, acquiring 1,410,003 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held The New York Times Company (NYT) for 2 quarters since Q4 2025.
John Armitage's largest addition to The New York Times Company (NYT) was in Q4 2025, adding 1,410,003 shares worth $97.88 M.
According to the latest 13F filing for Q1 2026, John Armitage's firm, Egerton Capital (Uk) Llp, owns 971,884 shares of The New York Times Company (NYT), valued at approximately $81.38 M.
As of the Q1 2026 filing, The New York Times Company (NYT) represents approximately 0.90% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in The New York Times Company (NYT) was 1,410,003 shares, as reported at the end of Q4 2025.