Lee Ainslie's NYT Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 21,247 shares of The New York Times Company (NYT) worth $1.47 M, representing 0.02% of the portfolio. First purchased in 2020-Q2, this medium-term investment has been held for 17 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in NYT, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 60,992 shares. Largest reduction occurred in Q3 2023, reducing 90,992 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie'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 Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +37,478 | New Buy | 37,478 | $42.02 |
| Q3 2020 | -37,478 | Sold Out | 0 | $0.00 |
| Q4 2020 | +6,987 | New Buy | 6,987 | $51.81 |
| Q1 2021 | +10,479 | Add 149.98% | 17,466 | $50.61 |
| Q2 2021 | +7,384 | Add 42.28% | 24,850 | $43.54 |
| Q3 2021 | +25,180 | Add 101.33% | 50,030 | $49.27 |
| Q4 2021 | -48,226 | Reduce 96.39% | 1,804 | $48.23 |
| Q1 2022 | -1,804 | Sold Out | 0 | $0.00 |
| Q2 2022 | +23,890 | New Buy | 23,890 | $27.92 |
| Q3 2022 | -23,890 | Sold Out | 0 | $0.00 |
| Q4 2022 | +9,642 | New Buy | 9,642 | $32.46 |
| Q1 2023 | +20,358 | Add 211.14% | 30,000 | $38.88 |
| Q2 2023 | +60,992 | Add 203.31% | 90,992 | $39.38 |
| Q3 2023 | -90,992 | Sold Out | 0 | $0.00 |
| Q2 2025 | +30,109 | New Buy | 30,109 | $55.98 |
| Q3 2025 | +30,657 | Add 101.82% | 60,766 | $57.40 |
| Q4 2025 | -39,519 | Reduce 65.03% | 21,247 | $69.42 |
Lee Ainslie's The New York Times Company Investment FAQs
Lee Ainslie first purchased The New York Times Company (NYT) in Q2 2020, acquiring 37,478 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held The New York Times Company (NYT) for 17 quarters since Q2 2020.
Lee Ainslie's largest addition to The New York Times Company (NYT) was in Q2 2023, adding 90,992 shares worth $3.58 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 21,247 shares of The New York Times Company (NYT), valued at approximately $1.47 M.
As of the Q4 2025 filing, The New York Times Company (NYT) represents approximately 0.02% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in The New York Times Company (NYT) was 90,992 shares, as reported at the end of Q2 2023.