§ MEDIA
USD · MediaNYT
NEW YORK TIMES CO-A
USDSector · MediaBeta · 1.13
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 62.75HIGH 63.51LOW 58.9552W 44.83 — 86.17
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
322 increased/new, 232 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 40.0 | P/B | 5.52 |
| EPS (TTM) | 2.09 | Dividend | 1.11% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Berkshire Hathaway | 15.1M | 0.5% | +199% |
| BlackRock, Inc. | 15.1M | 0.0% | +1% |
| Linonia Partnership LP | 9.0M | 14.1% | n/a |
| AQR Capital Management | 8.2M | 0.3% | +31% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 7.7M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 7.0M | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for NYT as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER62.9% · 491 holders
PASSIVE / INDEX15.4% · 10 holders
DEALER / BANK11.6% · 47 holders
QUALITY / COMPOUNDER9.7% · 29 holders
INCOME / DEFENSIVE2.1% · 36 holders
SYSTEMATIC / QUANT2.1% · 10 holders
GROWTH / MOMENTUM1.8% · 1 holder
TACTICAL / MACRO1.6% · 3 holders
DEEP VALUE0.6% · 2 holders
ACTIVIST0.2% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for NYT in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
NYT
ARTICLE5M
$100M Bet Against Oil Signals Insider Peace Trade Ahead of Trump Speech (Apr 21)
NYT
ARTICLE5M
This story is so crazy, it feels like made up. The FBI Just Added another one to a List of Eleven. (Apr 19)
NYT
ARTICLE5M