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Jeffrey Smith’s News Corp Class A NWSA Stock Holding History

Jeffrey Smith’s Portfolio NWSA Stock Details NWSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.7M Sell
2,040,100
-3,565,026
-64% -$92.4M 1.12% 17
2026
Q1 		$140M Sell
5,605,126
-290,361
-5% -$7.2M 3.05% 12
2025
Q4 		$154M Sell
5,895,487
-486,229
-8% -$12.8M 2.92% 16
2025
Q3 		$196M Sell
6,381,716
-417,220
-6% -$12.4M 3.69% 14
2025
Q2 		$202M Sell
6,798,936
-402,457
-6% -$11.1M 3.5% 15
2025
Q1 		$196M Hold
7,201,393
– – 3.57% 13
2024
Q4 		$198M Hold
7,201,393
– – 3.59% 13
2024
Q3 		$192M Hold
7,201,393
– – 4.08% 12
2024
Q2 		$199M Buy
7,201,393
+1,244,393
+21% +$32.1M 4.62% 9
2024
Q1 		$156M Buy
5,957,000
+4,257,000
+250% +$108M 3.22% 13
2023
Q4 		$41.7M Buy
+1,700,000
New +$36.9M 0.87% 18

Other funds holding NWSA

IFP
Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return

Jeffrey Smith's NWSA Position: Q2 2026 in Review

Jeffrey Smith reduced its News Corp Class A (NWSA) stake by 64% in Q2 2026, selling an estimated $92.4M and leaving 2,040,100 shares worth $50.7M. The position accounts for 1.12% of the portfolio, ranked #17.

Jeffrey Smith first reported a position in NWSA in Q4 2023 and has held it in 11 quarters since. The position peaked at $202M in Q2 2025. 632 funds tracked by Wall St. Rank hold NWSA as of Q2 2026.

  • Jeffrey Smith held 2,040,100 shares of News Corp Class A worth $50.7M as of Q2 2026.
  • Jeffrey Smith sold 3,565,026 News Corp Class A shares in Q2 2026, an estimated $92.4M.
  • News Corp Class A made up 1.12% of Jeffrey Smith's portfolio in Q2 2026, its #17 holding.
  • Jeffrey Smith first reported a position in News Corp Class A in Q4 2023 and has held it in 11 quarters since.
  • Jeffrey Smith's News Corp Class A position peaked at $202M in Q2 2025.
  • 632 funds tracked by Wall St. Rank held News Corp Class A as of Q2 2026.

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