YACKTMAN ASSET MANAGEMENT LP NWSA — News Corp Cl A

Ownership history in YACKTMAN ASSET MANAGEMENT LP  ·  30 quarters on record

AI Ownership Summary

YACKTMAN ASSET MANAGEMENT LP reported News Corp Cl A (NWSA) in 30 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.82% in 2023 Q4. The latest visible filing shows NWSA at 2.68% 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 NWSA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was YACKTMAN ASSET MANAGEMENT LP's position in News Corp Cl A, 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

NWSA was reported at 2.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.82% in 2023 Q4

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.

NWSA stock page YACKTMAN ASSET MANAGEMENT LP fund profile YACKTMAN ASSET MANAGEMENT LP full holdings
How YACKTMAN ASSET MANAGEMENT LP held NWSA — position size vs. price
% of Fund (quarterly)    NWSA 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 — — — 7,329,228 -92,809 -1.3% 2.68% $191.4M 2026-02-14 (Est.) $22.63
2025 Q3 REDUCED 8.6% -14.5% ✅ 7,422,037 -697,403 -8.6% 3.14% $227.9M 2025-11-04 $25.69
2025 Q2 REDUCED — — — 8,119,440 -409,144 -4.8% 3.24% $241.3M 2025-08-06 $29.21
2025 Q1 REDUCED 7.9% +9.2% ❌ 8,528,584 -736,416 -7.9% 3.05% $232.1M 2025-04-30 $26.92
2024 Q4 REDUCED 23.7% -0.8% ✅ 9,265,000 -2,885,358 -23.7% 2.98% $255.2M 2025-01-29 $27.88
2024 Q3 REDUCED 16.3% +3.2% ❌ 12,150,358 -2,367,144 -16.3% 3.32% $323.6M 2024-10-30 $26.97
2024 Q2 REDUCED — — — 14,517,502 -76,019 -0.5% 3.76% $400.2M 2024-08-02 $25.91
2024 Q1 REDUCED 12.8% +4.2% ❌ 14,593,521 -2,146,269 -12.8% 3.44% $382.1M 2024-05-02 $23.64
2023 Q4 REDUCED — — — 16,739,790 -188,016 -1.1% 3.82% $411.0M 2024-02-02 $24.24
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NWSA

As of 2026 Q1 — sorted by position size

Asset Value Investors Ltd 99.18% Metropolis Capital Ltd 3Y 7Y 7.44% Arlington Partners LLC 3Y 7Y 0.48% FNY Investment Advisers, LLC 3Y 7Y 0.17% Robeco Institutional Asset Management B.V. 3Y 7Y 0.08% Linden Thomas Advisory Services, LLC 3Y 0.08% Baker Ellis Asset Management LLC 3Y 7Y 0.06% PATTON FUND MANAGEMENT, INC. 3Y 0.04% TEMA ETFS LLC 0.04% Avanza Fonder AB 0.03%

FAQ About YACKTMAN ASSET MANAGEMENT LP and NWSA

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

How long has YACKTMAN ASSET MANAGEMENT LP reported owning NWSA?

YACKTMAN ASSET MANAGEMENT LP reported NWSA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported NWSA position in YACKTMAN ASSET MANAGEMENT LP's portfolio?

The largest reported portfolio weight for NWSA was 3.82% in 2023 Q4.

What is the latest reported NWSA position on this page?

The most recent filing on this page is 2025 Q4, when YACKTMAN ASSET MANAGEMENT LP reported 7,329,228 shares, equal to 2.68% of portfolio, with an estimated market value of $191.4M.

What does the chart on this NWSA ownership page compare?

The chart compares YACKTMAN ASSET MANAGEMENT LP's quarterly NWSA 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 YACKTMAN ASSET MANAGEMENT LP time their NWSA position?

Based on 13F filing dates vs. subsequent NWSA price moves, YACKTMAN ASSET MANAGEMENT LP correctly timed 17 out of 29 reported position changes (59%). The annualised alpha on NWSA relative to SPY over the holding period was -0.8%.

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