Keeler Thomas Management LLC NYT — NEW YORK TIMES CO

Ownership history in Keeler Thomas Management LLC  ·  4 quarters on record

AI Ownership Summary

Keeler Thomas Management LLC reported NEW YORK TIMES CO (NYT) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.81% in 2025 Q4. The latest visible filing shows NYT at 0.58% 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.

What this NYT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Keeler Thomas Management LLC'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 0.58% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2025 Q4

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

Time in book
Holding Window
2025 Q2 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 Keeler Thomas Management LLC fund profile Keeler Thomas Management LLC full holdings
How Keeler Thomas Management LLC 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 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 16,461 -8,125 -33.0% 0.58% $1.4M 2026-05-12 $77.98
2025 Q4 ADDED — — — 24,586 +46 +0.2% 0.81% $1.7M 2026-02-12 $72.10
2025 Q3 ADDED — — — 24,540 +424 +1.8% 0.57% $1.4M 2025-11-04 $57.44
2025 Q2 INITIATED — — — 24,116 — — 0.58% $1.3M 2025-07-31 $51.45

🏢 Other funds also holding NYT

As of 2026 Q1 — sorted by position size

Linonia Partnership LP 14.05% Darsana Capital Partners LP 3Y 7Y 8.98% Route One Investment Company, L.P. 3Y 7Y 8.76% Clark & Stuart, Inc 7.81% Emmett Investment Management, LP 5.84% ABRAMS BISON INVESTMENTS, LLC 3Y 7Y 5.13% WEYBOSSET RESEARCH & MANAGEMENT LLC 3Y 7Y 5.04% AlpenGlobal Capital LLC 3.37% 2Xideas AG 3Y 3.12% PRENTISS SMITH & CO INC 3Y 7Y 2.74%

FAQ About Keeler Thomas Management LLC and NYT

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

How long has Keeler Thomas Management LLC reported owning NYT?

Keeler Thomas Management LLC reported NYT across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported NYT position in Keeler Thomas Management LLC's portfolio?

The largest reported portfolio weight for NYT was 0.81% in 2025 Q4.

What is the latest reported NYT position on this page?

The most recent filing on this page is 2026 Q1, when Keeler Thomas Management LLC reported 16,461 shares, equal to 0.58% of portfolio, with an estimated market value of $1.4M.

What does the chart on this NYT ownership page compare?

The chart compares Keeler Thomas Management LLC'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 Keeler Thomas Management LLC time their NYT position?

Based on 13F filing dates vs. subsequent NYT price moves, Keeler Thomas Management LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on NYT relative to SPY over the holding period was +60.8%.

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