New York Times Co-a (NYT) 13F Investor Activity Report (Q2 2026)

NYT ranks #883 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

NYT is a disclosed holding of Warren Buffett (Berkshire Hathaway Inc), one of the tracked superinvestors on AlphaSMO — it makes up 0.4% of that fund's own 13F portfolio.

NYT is a top-conviction position for Linonia Partnership LP — at 11.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in NYT belongs to BlackRock, Inc., but the position matters far more to Linonia Partnership LP, who has 11.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

California State Teachers Retirement System has added to its NYT position for two straight quarters, increasing it by $171.0M to reach $181.1M today.

Darsana Capital Partners LP has trimmed its NYT position for two straight quarters, cutting it by $181.8M while still holding $349.9M.

NYT is down 0.1% today, but institutions show net buying of $1.1B this quarter — a divergence between today's price move and the underlying institutional flow.

NYT posted net income of $392.8M over the trailing twelve months, and currently trades at a P/E of 28.4.

• Profitable — net income of $392.8M over the trailing twelve months
• Revenue grew 10.8% year over year
• Net income improved year over year, from $320.4M to $392.8M
• Generated $584.5M in positive operating cash flow
• Current ratio of 1.54x — enough short-term assets to cover short-term liabilities
• Liabilities run 1.47x equity — within a conventional range