Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

New York Times Co Mtn Be (NYT)

621 + Investors. Track Smart Money conviction in NYT. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
11Q ▲
Buyers last Q
50%

Smart Money Signals — NYT

Based on 633 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q
For 11 consecutive quarters, more hedge funds added NYT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
633 hedge funds hold NYT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +23% more funds vs a year ago

fund count last 6Q
+120 new funds entered over the past year (+23% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 50% buying

315 buying321 selling
Last quarter: 315 funds bought or added vs 321 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-48 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 79 → 97 → 137 → 89. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 23% medium ■ 22% new
346 out of 633 hedge funds have held NYT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +8%, value -13%

Value
-13%
Shares
+7%
Last quarter: funds added +8% more shares while total portfolio value only changed -13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

91 → 79 → 97 → 137 → 89 new funds/Q
New funds entering each quarter: 79 → 97 → 137 → 89. A growing number of institutions are discovering NYT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 60% veterans vs 27% newcomers

■ 60% veterans ■ 12% 1-2yr ■ 27% new
Entry-cohort mix of 653 holders: 394 (60%) are 2+ year veterans, 80 entered 1–2 years ago, and 179 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
63 of 629 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in NYT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — NYT

In 2026 Q2, 315 hedge funds were net buyers of NYT (89 opened a new position, 226 added to an existing one), while 321 reduced or exited (235 trimmed, 86 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 11 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in NYT is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 633.

Hedge Fund Ownership: NYT

How many hedge funds hold NYT — quarterly history vs. share price
Quarterly hedge fund ownership of NYT vs. share price

Market Analysis: NYT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: NYT

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy New York Times Co Mtn Be (NYT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much NYT has moved relative to its sector benchmark (XLC) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 78d ago
NYT
+0.5%
XLC
+5.5%

NYT outperformed XLC by -5.0% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 33d ago
NYT
+8.6%
XLC
+0.0%

Since the filing became public, NYT outperformed XLC by +8.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

23 top-rated funds 7 high-conviction
Consensus
6.0
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: NYT
621 + Investors

Track Smart Money conviction in NYT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 621 630 -1.43%
13F Shares 168M 168M 0.03%
Total Value $11.00B $12.92B -14.81%
New Positions 86 137 -51
Increased Positions 220 254 -34
Closed Positions 91 55 +36
Reduced Positions 228 148 +80
Total Calls 11 7 57.14%
Total Puts 13 12 8.33%
PUT/CALL Ratio 1.18 1.71 Neutral

Statistics: NYT

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

621 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in NYT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 NYT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Linonia Partnership LP 11.29% 9,034,044 $632.2M
2 Route One Investment Company, L.P. 6.91% 2,458,659 $172.1M
3 Clark & Stuart, Inc 6.04% 137,521 $9.6M
4 Abrams Bison Investments, LLC 4.55% 1,331,566 $93.2M
5 Weybosset Research & Management LLC 3.79% 206,200 $14.4M
6 AlpenGlobal Capital LLC 2.78% 61,984 $4.3M
7 Emmett Investment Management, LP 2.41% 47,950 $3.4M
8 Prentiss Smith & Co Inc 2.13% 55,552 $3.9M
9 2Xideas AG 1.98% 65,719 $4.6M
10 Makena Capital Management LLC 1.72% 233,848 $16.4M
11 Long Corridor Asset Management Ltd 1.65% 78,300 $5.5M
12 Darsana Capital Partners LP 1.57% 5,000,000 $349.9M
13 Sirios Capital Management L P 1.53% 180,208 $12.6M
14 QVT Financial LP 1.30% 316,947 $22.2M
15 Hall Laurie J Trustee 1.15% 53,000 $3.7M
16 Giverny Capital Inc. 1.14% 484,424 $33.9M
17 Argus Investors' Counsel, INC. 1.06% 19,719 $1.4M
18 Valueworks LLC 0.99% 67,942 $4.8M
19 Abacus FCF Advisors LLC 0.99% 76,966 $5.4M
20 Gilder Gagnon Howe & Co LLC 0.97% 1,339,426 $93.7M
21 Biondo Investment Advisors, LLC 0.84% 97,970 $6.9M
22 Quinn Opportunity Partners LLC 0.82% 253,404 $17.7M
23 Figure 8 Investment Strategies LLC 0.67% 11,328 $793K
24 Hixon Zuercher, LLC 0.67% 32,584 $2.3M
25 Strategic Global Advisors, LLC 0.63% 63,477 $4.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — New York Times Co Mtn Be (NYT)

What does the Smart Money Trend signal show for NYT?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added NYT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for NYT?

Slight buying edge — 50% buying: Last quarter: 315 funds bought or added vs 321 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for NYT holders?

Elite ownership — 60% AUM from top-100 funds: 63 of 629 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in NYT. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held NYT?

55% of holders stayed for 2+ years: 346 out of 633 hedge funds have held NYT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy New York Times Co Mtn Be (NYT) following the 2026 Q2 hedge fund 13F filings?

As of today, NYT has moved +8.6% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLC sector ETF — an outperformance of +8.6%. Since the quarter end (June 30, 2026), NYT has gained +0.5% vs +5.5% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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