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The New York Times Company

NYT Communication Services
$65.96 +$0.89 (1.37%)
Market Cap: $10.64 B
Gurus Holding
8
Popularity Rank
#941
% of Shares Held
17.78%
Net Activity (Q2 2026)
+$31.06 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 Q2 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $1.89 B.

Top institutional holders include Warren Buffett and Cliff Asness.

Institutional sentiment is currently Bullish. This is evidenced by a $31.06 M net inflow during the quarter.

Recent activity highlights Francois Rochon who opened a new position. Conversely, Ray Dalio reduced exposure by 31.3%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$153.68 M
Total Buy Value
New Buys 2
Additions 4
-$122.62 M
Total Sell Value
Reductions 2
Sold Out 3

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
6

FAQs for The New York Times Company (NYT)

Major holders include Warren Buffett ($1.1 B), Cliff Asness ($633.58 M), Renaissance Technologies (RenTech) ($156.39 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 28.68 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $31.06 M, with 6 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 3 fully exited NYT. The total reported sell value was $122.62 M.

Yes, 2 managers opened new positions in NYT, and 4 increased their existing holdings. The total reported buy value was $153.68 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.37% Add 3.7% 15,700,000 $1.1 B Q2 2026
0.22% Add 10.7% 9,053,710 $633.58 M Q2 2026
0.22% Reduce -18.9% 2,234,754 $156.39 M Q2 2026
0.09% Add 28.4% 533,315 $37.32 M Q2 2026
1.14% New Buy 484,424 $33.9 M Q2 2026
0.06% Add 2.2% 405,465 $28.37 M Q2 2026
0.02% New Buy 160,141 $11.21 M Q2 2026
0.03% Reduce -31.3% 109,563 $7.67 M Q2 2026
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