SEEDS INVESTOR LLC NWS — NEWS CORP NEW

Ownership history in SEEDS INVESTOR LLC  ·  8 quarters on record

AI Ownership Summary

SEEDS INVESTOR LLC reported NEWS CORP NEW (NWS) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.23% in 2024 Q2. The latest visible filing shows NWS at 0.06% 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 NWS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SEEDS INVESTOR LLC's position in NEWS CORP NEW, 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

NWS was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2024 Q2

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

Time in book
Holding Window
2024 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.

NWS stock page SEEDS INVESTOR LLC fund profile SEEDS INVESTOR LLC full holdings
How SEEDS INVESTOR LLC held NWS — position size vs. price
% of Fund (quarterly)    NWS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 15,410 +2,569 +20.0% 0.06% $444K 2026-05-11 $31.17
2025 Q4 REDUCED 11.1% -3.4% ✅ 12,841 -1,598 -11.1% 0.07% $380K 2026-01-27 $30.73
2025 Q3 REDUCED 5.8% -13.7% ✅ 14,439 -897 -5.8% 0.11% $499K 2025-11-12 $30.22
2025 Q2 REDUCED — — — 15,336 -564 -3.5% 0.12% $526K 2025-08-12 $33.06
2025 Q1 ADDED — — — 15,900 +2,586 +19.4% 0.14% $483K 2025-05-14 $32.68
2024 Q4 REDUCED — — — 13,314 -426 -3.1% 0.12% $405K 2025-02-13 $33.96
2024 Q3 REDUCED 12.4% +8.5% ❌ 13,740 -1,950 -12.4% 0.14% $384K 2024-10-31 $28.75
2024 Q2 INITIATED — — — 15,690 — — 0.23% $445K 2024-08-05 $25.97

🏢 Other funds also holding NWS

As of 2026 Q1 — sorted by position size

SOF Ltd 3Y 7Y 100.0% L1 Capital Pty Ltd 3Y 4.74% Marble Bar Asset Management LLP 4.22% Semanteon Capital Management, LP 2.75% XY Capital Ltd 3Y 2.1% Independent Franchise Partners LLP 3Y 7Y 1.82% COOPER INVESTORS PTY LTD 1.73% Starboard Value LP 3Y 7Y 1.61% Northern Right Capital Management, L.P. 3Y 7Y 1.43% Board of the Pension Protection Fund 1.39%

FAQ About SEEDS INVESTOR LLC and NWS

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

How long has SEEDS INVESTOR LLC reported owning NWS?

SEEDS INVESTOR LLC reported NWS across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported NWS position in SEEDS INVESTOR LLC's portfolio?

The largest reported portfolio weight for NWS was 0.23% in 2024 Q2.

What is the latest reported NWS position on this page?

The most recent filing on this page is 2026 Q1, when SEEDS INVESTOR LLC reported 15,410 shares, equal to 0.06% of portfolio, with an estimated market value of $444K.

What does the chart on this NWS ownership page compare?

The chart compares SEEDS INVESTOR LLC's quarterly NWS 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 SEEDS INVESTOR LLC time their NWS position?

Based on 13F filing dates vs. subsequent NWS price moves, SEEDS INVESTOR LLC correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on NWS relative to SPY over the holding period was -10.5%.

← Back to SEEDS INVESTOR LLC Holdings