NYT
New York Times Co-a
4 super-investors hold NYT worth a combined $1.35B. The largest position: John Armitage at 0.9% of their portfolio. This quarter the cohort logged 1 buy and 1 sell on the name. Cohort Conviction Score: 24 — ranked #581 of 724 scored stocks.
Why super-investors own NYT
Warren Buffett dominates this picture: his $1.3B position accounts for nearly all of the cohort's $1.4B combined exposure, though it represents just 0.5% of his vast portfolio. Buffett added to the position in 2026Q1, the most consequential move this quarter. John Armitage holds the highest concentration at 0.9%, but trimmed his $81M stake. Lee Ainslie and Joel Greenblatt each hold token positions below $1M. Cohort interest remains narrow — owner count sits at just 4 after being effectively zero for several quarters before a quiet rebuild starting two quarters ago — suggesting this is a Buffett-driven story rather than a broad super-investor consensus forming around NYT.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Warren Buffett | 0.5% | 2q | $1.27B | 15,146,535 |
| 2 | John Armitage | 0.9% | 2q | $81M | 971,884 |
| 3 | Joel Greenblatt | <0.1% | 38q | $840K | 10,030 |
| 4 | Lee Ainslie | <0.1% | 14q | $680K | 8,121 |
Owners of NYT also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Warren Buffett | ADD | 0.5% | +199% | $1.27B | May 15, 2026 |
| John Armitage | TRIM | 0.9% | -31% | $81M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP 650111107. Not investment advice.