John Armitage’s New York Times NYT Stock Holding History

John Armitage’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
2026 Q2	–	Sell	-971,884	Closed	-$81.4M	–	28
2026 Q1	$81.4M	Sell	971,884 -438,119	-31%	-$33.1M	0.9%	23
2025 Q4	$97.9M	Buy	+1,410,003	New	+$87.4M	1.06%	21

Other funds holding NYT

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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Linonia Partnership New York $5.6B AUM 1.81% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

DCP

Darsana Capital Partners New York $22.3B AUM 42.01% 1-Year Est. Return

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

John Armitage's NYT Position: Q2 2026 in Review

John Armitage sold out of New York Times (NYT) in Q2 2026, closing a stake of 971,884 shares — an estimated $81.4M sold.

John Armitage first reported a position in NYT in Q4 2025 and held it in 2 quarters. The position peaked at $97.9M in Q4 2025. 627 funds tracked by Wall St. Rank hold NYT as of Q2 2026.

John Armitage reported no remaining New York Times position as of Q2 2026 after selling out during the quarter.
John Armitage sold 971,884 New York Times shares in Q2 2026, an estimated $81.4M.
John Armitage first reported a position in New York Times in Q4 2025 and held it in 2 quarters.
John Armitage's New York Times position peaked at $97.9M in Q4 2025.
627 funds tracked by Wall St. Rank held New York Times as of Q2 2026.

Based on Egerton Capital (UK)'s 13F filing for Q2 2026, filed 21 Jul 2026.