Long Corridor Asset Management Ltd NYT — NEW YORK TIMES CO

Ownership history in Long Corridor Asset Management Ltd  ·  21 quarters on record

AI Ownership Summary

Long Corridor Asset Management Ltd reported NEW YORK TIMES CO (NYT) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.69% in 2025 Q3. The latest visible filing shows NYT at 0.19% 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 Long Corridor Asset Management Ltd'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
2025 Q4

NYT was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.69% in 2025 Q3

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 2025 Q4

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 Long Corridor Asset Management Ltd fund profile Long Corridor Asset Management Ltd full holdings
How Long Corridor Asset Management Ltd 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 73.8% +20.9% ❌ 41,300 -116,200 -73.8% 0.19% $2.9M 2026-02-14 (Est.) $72.74
2025 Q3 ADDED — — — 157,500 +20,000 +14.5% 3.69% $9.0M 2025-11-13 $64.15
2025 Q2 ADDED — — — 137,500 +47,500 +52.8% 2.78% $7.7M 2025-08-12 $57.51
2025 Q1 UNCHANGED — — — 90,000 — 0% 3.27% $4.5M 2025-05-13 $54.05
2024 Q4 ADDED — — — 90,000 +60,000 +200.0% 3.52% $4.7M 2025-02-12 $49.63
2024 Q3 UNCHANGED — — — 30,000 — 0% 1.47% $1.7M 2024-11-12 $54.20
2024 Q2 UNCHANGED — — — 30,000 — 0% 1.46% $1.5M 2024-08-13 $53.46
2024 Q1 UNCHANGED — — — 30,000 — 0% 1.15% $1.3M 2024-05-13 $46.96
2023 Q4 UNCHANGED — — — 30,000 — 0% 1.23% $1.5M 2024-02-09 $42.78
12 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% 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% Hixon Zuercher, LLC 3Y 0.74% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.69% Boston Trust Walden Corp 3Y 7Y 0.51%

FAQ About Long Corridor Asset Management Ltd and NYT

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

How long has Long Corridor Asset Management Ltd reported owning NYT?

Long Corridor Asset Management Ltd reported NYT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NYT position in Long Corridor Asset Management Ltd's portfolio?

The largest reported portfolio weight for NYT was 3.69% in 2025 Q3.

What is the latest reported NYT position on this page?

The most recent filing on this page is 2025 Q4, when Long Corridor Asset Management Ltd reported 41,300 shares, equal to 0.19% of portfolio, with an estimated market value of $2.9M.

What does the chart on this NYT ownership page compare?

The chart compares Long Corridor Asset Management Ltd'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 Long Corridor Asset Management Ltd time their NYT position?

Based on 13F filing dates vs. subsequent NYT price moves, Long Corridor Asset Management Ltd correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on NYT relative to SPY over the holding period was -3.4%.

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