DCP

Darsana Capital Partners’s New York Times NYT Stock Holding History

Darsana Capital Partners’s Portfolio NYT Stock Details NYT Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$350M	Hold	6,250,000	–	–	9.99%	3
2025 Q1	$310M	Buy	6,250,000 +500,000	+9%	+$24.8M	9.01%	5
2024 Q4	$299M	Buy	5,750,000 +750,000	+15%	+$39M	9.11%	4
2024 Q3	$278M	Sell	5,000,000 -1,250,000	-20%	-$69.6M	6.85%	9
2024 Q2	$320M	Buy	6,250,000 +1,250,000	+25%	+$64M	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%	-$8.74M	13.08%	3
2022 Q4	$170M	Sell	5,224,765 -3,275,235	-39%	-$106M	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%	-$45.5M	13.8%	1
2021 Q2	$410M	Sell	9,423,665 -576,335	-6%	-$25.1M	11.67%	1
2021 Q1	$506M	Hold	10,000,000	–	–	14.15%	1
2020 Q4	$518M	Buy	10,000,000 +1,000,000	+11%	+$51.8M	14.61%	2
2020 Q3	$385M	Hold	9,000,000	–	–	19.59%	1
2020 Q2	$378M	Sell	9,000,000 -4,000,000	-31%	-$168M	22.42%	1
2020 Q1	$399M	Buy	13,000,000 +1,000,000	+8%	+$30.7M	18.88%	1
2019 Q4	$386M	Buy	12,000,000 +1,500,000	+14%	+$48.3M	13.16%	1
2019 Q3	$299M	Buy	10,500,000 +2,909,947	+38%	+$82.9M	11.09%	2
2019 Q2	$248M	Sell	7,590,053 -2,409,947	-24%	-$78.6M	8.04%	5
2019 Q1	$329M	Sell	10,000,000 -2,784,000	-22%	-$91.5M	12.3%	3
2018 Q4	$285M	Sell	12,784,000 -2,216,000	-15%	-$49.4M	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%	+$11.5M	11.59%	2
2017 Q4	$269M	Buy	14,524,335 +6,524,335	+82%	+$121M	9.88%	3
2017 Q3	$157M	Buy	8,000,000 +4,930,592	+161%	+$96.6M	6.61%	6
2017 Q2	$54.3M	Buy	+3,069,408	New	+$54.3M	2.36%	11