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The New York Times Company

NYT Communication Services
$83.73 +$0.48 (0.58%)
Market Cap: $13.56 B
Gurus Holding
10
Popularity Rank
#462
% of Shares Held
10.18%
Net Activity (Q4 2025)
+$474.99 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 Q4 2025, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.38 B.

Top institutional holders include Cliff Asness and Warren Buffett.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $474.99 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 115.9%. Conversely, Lee Ainslie reduced exposure by 65.0%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q4 2025)

+$584.52 M
Total Buy Value
New Buys 2
Additions 4
-$109.53 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
5
Net Buyers
6

FAQs for The New York Times Company (NYT)

Major holders include Cliff Asness ($433.28 M), Warren Buffett ($351.66 M), Renaissance Technologies (RenTech) ($159.01 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 16.42 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $474.99 M, with 6 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited NYT. The total reported sell value was $109.53 M.

Yes, 2 managers opened new positions in NYT, and 4 increased their existing holdings. The total reported buy value was $584.52 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.23% Add 35.3% 6,241,489 $433.28 M Q4 2025
0.13% New Buy 5,065,744 $351.66 M Q4 2025
0.25% Reduce -24.7% 2,290,580 $159.01 M Q4 2025
1.06% New Buy 1,410,003 $97.88 M Q4 2025
0.09% Reduce -53.4% 493,204 $34.24 M Q4 2025
0.09% Add 87.6% 349,602 $24.27 M Q4 2025
0.06% Add 115.9% 240,084 $16.67 M Q4 2025
0.03% Reduce -50.8% 198,129 $13.75 M Q4 2025
0.11% Add 27.2% 111,946 $7.77 M Q4 2025
0.02% Reduce -65.0% 21,247 $1.47 M Q4 2025
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Value
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SEC Form