← Holdings
NYT

NEW YORK TIMES CO

3 managers · $1.3B total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 4 qtrs
3
2025Q3 – 2026Q2 · flat QoQ
Total position
$1.3B
Combined value across tracked managers
Net move this quarter
↑ Adding
Weighted by holders' share change
HolderQ actionValue% of port.Style
BerkshireAdd+3.65%$1.1B0.37%Value / Long-term
Baillie GiffordTrim-5.84%$192M0.17%Long-term growth / Global allocation
GivernyNew$34M1.14%Long-term growth-value
What managers say
2026-07-09Baillie Gifford Positive Change FundNeutralBaillie Gifford Positive Change Fund FactsheetDetail →
2025-10-09Colossus (Invest Like the Best / Business Breakdowns)NeutralMedia M&A - [Business Breakdowns, EP.230]Detail →
2022-11-16Colossus (Invest Like the Best / Business Breakdowns)NeutralHarvard Business Publishing: A Case Study - [Business Breakdowns, EP. 84]Detail →
2022-02-23Colossus (Invest Like the Best / Business Breakdowns)BullThe New York Times: The Empire Strikes Back - [Business Breakdowns, EP. 48]Detail →
13D/G Ownership Filings

Links open the original SEC EDGAR filing. Covers tracked managers only.

Earnings Calls
Q2 2026August 12, 2026
Quarterly results beat expectations, with digital subscriptions and advertising as dual engines showing strong growth. Total revenue rose 11%, and AOP grew 16%.
Digital subscription revenue rose 16.4% to $408 million, digital advertising rose 20.7% to $114 million, with 280,000 net new subscribers added, bringing the total to 13.4 million.
Business progress: Video is the strategic focus, with thousands of original videos produced each quarter and a Shows tab launched on the flagship app; The Athletic's World Cup coverage set record audience numbers; digital bundle price increases are taking effect, with ARPU up 3.1%.
Guidance: Q3 digital subscription revenue is expected to grow 12%–15%, digital advertising to see mid-to-high double-digit growth, and the full-year healthy growth outlook is maintained.
Risk: Referral traffic from major platforms continues to decline, but the company builds resilience through four key strengths.
Q1 2026May 6, 2026
Q4 2026February 4, 2026
FinancialsFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 8% · latest net margin 12.2% · FCF consistently positive

Revenue$2.82B
Rev. YoY+9.2%
Gross margin
Net margin12.2%
Net income$0.34B
Free cash flow$0.55B
Operating cash flow$0.58B
ROE16.9%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.