2Xideas AG NYT — NEW YORK TIMES CO

Ownership history in 2Xideas AG  ·  20 quarters on record

AI Ownership Summary

2Xideas AG reported NEW YORK TIMES CO (NYT) in 20 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.12% in 2026 Q1. The latest visible filing shows NYT at 3.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NYT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 2Xideas AG's position in NEW YORK TIMES CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NYT was reported at 3.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.12% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NYT stock page 2Xideas AG fund profile 2Xideas AG full holdings
How 2Xideas AG held NYT — position size vs. price
% of Fund (quarterly)    NYT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 95,178 -31,453 -24.8% 3.12% $8.0M 2026-05-11 $77.33
2025 Q4 ADDED — — — 126,631 +8,812 +7.5% 2.46% $8.8M 2026-02-17 $73.83
2025 Q3 REDUCED 21.3% +21.5% ❌ 117,819 -31,895 -21.3% 1.43% $6.8M 2025-11-14 $63.60
2025 Q2 REDUCED 31.0% +2.8% ❌ 149,714 -67,147 -31.0% 1.44% $8.4M 2025-08-14 $59.62
2025 Q1 REDUCED 42.4% +13.3% ❌ 216,861 -159,709 -42.4% 1.63% $10.8M 2025-05-15 $54.90
2024 Q4 ADDED — — — 376,570 +76,286 +25.4% 2.63% $19.6M 2025-02-13 $49.97
2024 Q3 REDUCED 30.4% -5.5% ✅ 300,284 -131,418 -30.4% 2.25% $16.7M 2024-11-13 $53.55
2024 Q2 ADDED — — — 431,702 +411,188 +2004.4% 2.76% $22.1M 2024-08-14 $53.46
2024 Q1 REDUCED 95.8% +19.4% ❌ 20,514 -468,496 -95.8% 1.33% $10.7M 2024-05-14 $47.01
2023 Q4 REDUCED 21.9% -12.0% ✅ 489,010 -136,833 -21.9% 2.57% $24.0M 2024-02-14 $43.05
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NYT

As of 2026 Q1 — sorted by position size

Clark & Stuart, Inc 7.81% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 5.04% AlpenGlobal Capital LLC 3.37% PRENTISS SMITH & CO INC 3Y 7Y 2.74% HALL LAURIE J TRUSTEE 3Y 7Y 1.58% Abacus FCF Advisors LLC 3Y 7Y 1.43% ARGUS INVESTORS' COUNSEL, INC. 3Y 7Y 1.36% Reynders McVeigh Capital Management, LLC 3Y 7Y 1.33% FIGURE 8 INVESTMENT STRATEGIES LLC 0.9% Copeland Capital Management, LLC 3Y 7Y 0.82%

FAQ About 2Xideas AG and NYT

These are the practical questions this page is built to answer before you even open the full history table.

How long has 2Xideas AG reported owning NYT?

2Xideas AG reported NYT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NYT position in 2Xideas AG's portfolio?

The largest reported portfolio weight for NYT was 3.12% in 2026 Q1.

What is the latest reported NYT position on this page?

The most recent filing on this page is 2026 Q1, when 2Xideas AG reported 95,178 shares, equal to 3.12% of portfolio, with an estimated market value of $8.0M.

What does the chart on this NYT ownership page compare?

The chart compares 2Xideas AG's quarterly NYT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 2Xideas AG time their NYT position?

Based on 13F filing dates vs. subsequent NYT price moves, 2Xideas AG correctly timed 9 out of 19 reported position changes (47%). The annualised alpha on NYT relative to SPY over the holding period was -1.0%.

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