Route One Investment Company’s New York Times NYT Stock Holding History

Route One Investment Company’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	$172M	Hold	2,458,659	–	–	6.91%	7
2026 Q1	$206M	Sell	2,458,659 -646,650	-21%	-$48.9M	8.76%	4
2025 Q4	$216M	Sell	3,105,309 -593,950	-16%	-$36.8M	8.01%	6
2025 Q3	$212M	Hold	3,699,259	–	–	7.86%	5
2025 Q2	$207M	Hold	3,699,259	–	–	9.06%	5
2025 Q1	$183M	Sell	3,699,259 -95,000	-3%	-$4.78M	7.65%	6
2024 Q4	$197M	Hold	3,794,259	–	–	7.72%	6
2024 Q3	$211M	Hold	3,794,259	–	–	7.4%	6
2024 Q2	$194M	Hold	3,794,259	–	–	6.73%	6
2024 Q1	$164M	Hold	3,794,259	–	–	5.98%	8
2023 Q4	$186M	Hold	3,794,259	–	–	3.76%	9
2023 Q3	$156M	Hold	3,794,259	–	–	5.37%	8
2023 Q2	$149M	Hold	3,794,259	–	–	5.28%	8
2023 Q1	$148M	Hold	3,794,259	–	–	5.48%	9
2022 Q4	$123M	Hold	3,794,259	–	–	5.57%	9
2022 Q3	$109M	Hold	3,794,259	–	–	4.13%	12
2022 Q2	$106M	Buy	3,794,259 +446,000	+13%	+$16.1M	3.84%	13
2022 Q1	$153M	Buy	3,348,259 +48,000	+1%	+$2.08M	4.78%	13
2021 Q4	$159M	Buy	3,300,259 +307,250	+10%	+$15.2M	3.54%	11
2021 Q3	$147M	Hold	2,993,009	–	–	3.8%	11
2021 Q2	$130M	Sell	2,993,009 -887,500	-23%	-$39.5M	3.14%	13
2021 Q1	$196M	Hold	3,880,509	–	–	4.95%	8
2020 Q4	$201M	Buy	3,880,509 +1,495,050	+63%	+$66.5M	5.65%	7
2020 Q3	$102M	Buy	2,385,459 +513,250	+27%	+$22.5M	2.68%	14
2020 Q2	$78.7M	Buy	+1,872,209	New	+$68.1M	2.24%	13

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

Route One Investment Company's NYT Position: Q2 2026 in Review

Route One Investment Company held its New York Times (NYT) position steady in Q2 2026 at 2,458,659 shares worth $172M. The position accounts for 6.91% of the portfolio, ranked #7.

Route One Investment Company first reported a position in NYT in Q2 2020 and has held it in 25 quarters since. The position peaked at $216M in Q4 2025. 627 funds tracked by Wall St. Rank hold NYT as of Q2 2026.

Route One Investment Company held 2,458,659 shares of New York Times worth $172M as of Q2 2026.
Route One Investment Company left its New York Times share count unchanged in Q2 2026.
New York Times made up 6.91% of Route One Investment Company's portfolio in Q2 2026, its #7 holding.
Route One Investment Company first reported a position in New York Times in Q2 2020 and has held it in 25 quarters since.
Route One Investment Company's New York Times position peaked at $216M in Q4 2025.
627 funds tracked by Wall St. Rank held New York Times as of Q2 2026.

Based on Route One Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.