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The New York Times Company

NYT Communication Services
$74.48 $-1.02 (-1.35%)
Market Cap: $12.06 B
Gurus Holding
9
Popularity Rank
#703
% of Shares Held
17.33%
Net Activity (Q1 2026)
+$977.15 M

Guru Ownership Trend

Guru Analysis for The New York Times Company (NYT)

The New York Times Company (NYT), a key player in the Communication Services sector, continues to attract institutional attention.

As of Q1 2026, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $2.09 B.

Top institutional holders include Warren Buffett and Cliff Asness.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $977.15 M net inflow during the quarter.

Recent activity highlights Warren Buffett who increased their stake by 199.0%. Conversely, Lee Ainslie reduced exposure by 61.8%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q1 2026)

+$1.05 B
Total Buy Value
New Buys 1
Additions 4
-$74.15 M
Total Sell Value
Reductions 4
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
6
Net Buyers
5

FAQs for The New York Times Company (NYT)

Major holders include Warren Buffett ($1.27 B), Cliff Asness ($683.56 M), Renaissance Technologies (RenTech) ($230.77 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 28.04 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $977.15 M, with 5 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 2 fully exited NYT. The total reported sell value was $74.15 M.

Yes, 1 managers opened new positions in NYT, and 4 increased their existing holdings. The total reported buy value was $1.05 B.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.48% Add 199.0% 15,146,535 $1.27 B Q1 2026
0.31% Add 31.1% 8,182,440 $683.56 M Q1 2026
0.36% Add 20.3% 2,756,180 $230.77 M Q1 2026
0.90% Reduce -31.1% 971,884 $81.38 M Q1 2026
0.11% Add 18.8% 415,443 $34.79 M Q1 2026
0.08% Reduce -19.6% 396,567 $33.2 M Q1 2026
0.06% Reduce -33.6% 159,481 $13.35 M Q1 2026
0.01% Reduce -61.8% 8,121 $679,971 Q1 2026
0.00% New Buy 6,980 $584,435 Q1 2026
Date
Insider Name
Transaction
Value
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SEC Form