Darsana Capital Partners’s New York Times NYT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $422M | Sell |
5,038,727
-2,620,173
| -34% | -$198M | 8.98% | 3 |
|
|
2025
Q4 | $532M | Sell |
7,658,900
-341,100
| -4% | -$21.1M | 10.6% | 2 |
|
|
2025
Q3 | $459M | Buy |
8,000,000
+1,750,000
| +28% | +$99.8M | 10.82% | 3 |
|
|
2025
Q2 | $350M | Hold |
6,250,000
| – | – | 9.99% | 3 |
|
|
2025
Q1 | $310M | Buy |
6,250,000
+500,000
| +9% | +$25.1M | 9.01% | 5 |
|
|
2024
Q4 | $299M | Buy |
5,750,000
+750,000
| +15% | +$40.9M | 9.11% | 4 |
|
|
2024
Q3 | $278M | Sell |
5,000,000
-1,250,000
| -20% | -$67.3M | 6.85% | 9 |
|
|
2024
Q2 | $320M | Buy |
6,250,000
+1,250,000
| +25% | +$58.8M | 8.75% | 8 |
|
|
2024
Q1 | $216M | Hold |
5,000,000
| – | – | 6.94% | 9 |
|
|
2023
Q4 | $245M | Hold |
5,000,000
| – | – | 8.74% | 7 |
|
|
2023
Q3 | $206M | Hold |
5,000,000
| – | – | 10.1% | 7 |
|
|
2023
Q2 | $197M | Hold |
5,000,000
| – | – | 12.7% | 5 |
|
|
2023
Q1 | $194M | Sell |
5,000,000
-224,765
| -4% | -$8.28M | 13.08% | 3 |
|
|
2022
Q4 | $170M | Sell |
5,224,765
-3,275,235
| -39% | -$107M | 11.31% | 2 |
|
|
2022
Q3 | $244M | Hold |
8,500,000
| – | – | 12.55% | 2 |
|
|
2022
Q2 | $237M | Hold |
8,500,000
| – | – | 12.77% | 1 |
|
|
2022
Q1 | $390M | Hold |
8,500,000
| – | – | 19.77% | 1 |
|
|
2021
Q4 | $411M | Hold |
8,500,000
| – | – | 18.98% | 1 |
|
|
2021
Q3 | $419M | Sell |
8,500,000
-923,665
| -10% | -$43.7M | 13.8% | 1 |
|
|
2021
Q2 | $410M | Sell |
9,423,665
-576,335
| -6% | -$25.7M | 12.28% | 1 |
|
|
2021
Q1 | $506M | Hold |
10,000,000
| – | – | 14.15% | 1 |
|
|
2020
Q4 | $518M | Buy |
10,000,000
+1,000,000
| +11% | +$44.5M | 14.61% | 2 |
|
|
2020
Q3 | $385M | Hold |
9,000,000
| – | – | 19.59% | 1 |
|
|
2020
Q2 | $378M | Sell |
9,000,000
-4,000,000
| -31% | -$145M | 22.42% | 1 |
|
|
2020
Q1 | $399M | Buy |
13,000,000
+1,000,000
| +8% | +$34.4M | 18.88% | 1 |
|
|
2019
Q4 | $386M | Buy |
12,000,000
+1,500,000
| +14% | +$46.6M | 13.16% | 1 |
|
|
2019
Q3 | $299M | Buy |
10,500,000
+2,909,947
| +38% | +$91.8M | 11.09% | 2 |
|
|
2019
Q2 | $248M | Sell |
7,590,053
-2,409,947
| -24% | -$80.3M | 8.04% | 5 |
|
|
2019
Q1 | $329M | Sell |
10,000,000
-2,784,000
| -22% | -$82.4M | 12.3% | 3 |
|
|
2018
Q4 | $285M | Sell |
12,784,000
-2,216,000
| -15% | -$56.1M | 11.92% | 3 |
|
|
2018
Q3 | $347M | Hold |
15,000,000
| – | – | 10.89% | 2 |
|
|
2018
Q2 | $389M | Hold |
15,000,000
| – | – | 12.15% | 2 |
|
|
2018
Q1 | $362M | Buy |
15,000,000
+475,665
| +3% | +$10.9M | 12.52% | 2 |
|
|
2017
Q4 | $269M | Buy |
14,524,335
+6,524,335
| +82% | +$121M | 10.37% | 3 |
|
|
2017
Q3 | $157M | Buy |
8,000,000
+4,930,592
| +161% | +$91.7M | 6.75% | 6 |
|
|
2017
Q2 | $54.3M | Buy |
+3,069,408
| New | +$50.5M | 3.41% | 12 |
|
Other funds holding NYT
LP
VPM
VCM
