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Cadian Capital Management’s New York Times NYT Stock Holding History

Cadian Capital Management’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1,166,830
Closed -$50.4M – 34
2024
Q1 		$50.4M Sell
1,166,830
-442,543
-27% -$20.1M 1.79% 20
2023
Q4 		$78.8M Sell
1,609,373
-790,627
-33% -$34.9M 3.14% 11
2023
Q3 		$98.9M Sell
2,400,000
-346,974
-13% -$14.6M 3.98% 11
2023
Q2 		$108M Buy
2,746,974
+225,000
+9% +$8.56M 5.11% 9
2023
Q1 		$98.1M Sell
2,521,974
-400,000
-14% -$14.7M 6.11% 8
2022
Q4 		$94.8M Buy
2,921,974
+175,000
+6% +$5.7M 6.88% 7
2022
Q3 		$79M Buy
2,746,974
+400,000
+17% +$12.2M 4.62% 8
2022
Q2 		$65.5M Buy
2,346,974
+604,047
+35% +$21.8M 4.42% 8
2022
Q1 		$79.9M Buy
1,742,927
+497,693
+40% +$21.6M 3.99% 10
2021
Q4 		$60.1M Sell
1,245,234
-110,026
-8% -$5.43M 3.31% 13
2021
Q3 		$66.8M Buy
1,355,260
+445,000
+49% +$21.1M 2.52% 14
2021
Q2 		$39.6M Buy
+910,260
New +$40.5M 1.76% 17

Other funds holding NYT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cadian Capital Management's NYT Position: Q2 2024 in Review

Cadian Capital Management sold out of New York Times (NYT) in Q2 2024, closing a stake of 1,166,830 shares — an estimated $50.4M sold.

Cadian Capital Management first reported a position in NYT in Q2 2021 and held it in 12 quarters. The position peaked at $108M in Q2 2023. 438 funds tracked by Wall St. Rank hold NYT as of Q2 2024.

  • Cadian Capital Management reported no remaining New York Times position as of Q2 2024 after selling out during the quarter.
  • Cadian Capital Management sold 1,166,830 New York Times shares in Q2 2024, an estimated $50.4M.
  • Cadian Capital Management first reported a position in New York Times in Q2 2021 and held it in 12 quarters.
  • Cadian Capital Management's New York Times position peaked at $108M in Q2 2023.
  • 438 funds tracked by Wall St. Rank held New York Times as of Q2 2024.

Based on Cadian Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.