Jeffrey Smith’s News Corp Class B NWS Stock Holding History

Jeffrey Smith’s Portfolio NWS Stock Details NWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$68.2M	Sell	2,431,081 -158,000	-6%	-$4.7M	1.51%	16
2026 Q1	$73.8M	Sell	2,589,081 -1,850,000	-42%	-$52.2M	1.61%	19
2025 Q4	$132M	Sell	4,439,081 -1,577,919	-26%	-$47M	2.49%	18
2025 Q3	$208M	Sell	6,017,000 -845,525	-12%	-$28.5M	3.91%	12
2025 Q2	$235M	Sell	6,862,525 -952,306	-12%	-$30.2M	4.08%	12
2025 Q1	$237M	Sell	7,814,831 -667,169	-8%	-$21.1M	4.32%	10
2024 Q4	$258M	Sell	8,482,000 -250,000	-3%	-$7.54M	4.67%	11
2024 Q3	$244M	Hold	8,732,000	–	–	5.19%	10
2024 Q2	$248M	Hold	8,732,000	–	–	5.77%	8
2024 Q1	$236M	Hold	8,732,000	–	–	4.88%	11
2023 Q4	$225M	Buy	+8,732,000	New	+$198M	4.67%	11

Other funds holding NWS

SOF Ltd George Town, Cayman Islands $274M AUM 18.22% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jeffrey Smith's NWS Position: Q2 2026 in Review

Jeffrey Smith reduced its News Corp Class B (NWS) stake by 6.1% in Q2 2026, selling an estimated $4.7M and leaving 2,431,081 shares worth $68.2M. The position accounts for 1.51% of the portfolio, ranked #16.

Jeffrey Smith first reported a position in NWS in Q4 2023 and has held it in 11 quarters since. The position peaked at $258M in Q4 2024. 342 funds tracked by Wall St. Rank hold NWS as of Q2 2026.

Jeffrey Smith held 2,431,081 shares of News Corp Class B worth $68.2M as of Q2 2026.
Jeffrey Smith sold 158,000 News Corp Class B shares in Q2 2026, an estimated $4.7M.
News Corp Class B made up 1.51% of Jeffrey Smith's portfolio in Q2 2026, its #16 holding.
Jeffrey Smith first reported a position in News Corp Class B in Q4 2023 and has held it in 11 quarters since.
Jeffrey Smith's News Corp Class B position peaked at $258M in Q4 2024.
342 funds tracked by Wall St. Rank held News Corp Class B as of Q2 2026.

Based on Starboard Value's 13F filing for Q2 2026, filed 14 Aug 2026.