Slate Path Capital’s New York Times NYT Stock Holding History

Slate Path Capital’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 Q1	–	Sell	-139,039	Closed	-$9.65M	–	58
2025 Q4	$9.65M	Sell	139,039 -137,300	-50%	-$8.51M	0.13%	47
2025 Q3	$15.9M	Sell	276,339 -68,900	-20%	-$3.93M	0.25%	46
2025 Q2	$19.3M	Hold	345,239	–	–	0.33%	36
2025 Q1	$17.1M	Sell	345,239 -1,162,761	-77%	-$58.5M	0.31%	45
2024 Q4	$78.5M	Hold	1,508,000	–	–	1.42%	31
2024 Q3	$84M	Hold	1,508,000	–	–	1.29%	33
2024 Q2	$77.2M	Hold	1,508,000	–	–	1.47%	27
2024 Q1	$65.2M	Hold	1,508,000	–	–	1.29%	30
2023 Q4	$73.9M	Hold	1,508,000	–	–	1.64%	26
2023 Q3	$62.1M	Hold	1,508,000	–	–	1.73%	24
2023 Q2	$59.4M	Sell	1,508,000 -275,000	-15%	-$10.5M	2.17%	21
2023 Q1	$69.3M	Hold	1,783,000	–	–	3.26%	14
2022 Q4	$57.9M	Hold	1,783,000	–	–	3.11%	14
2022 Q3	$51.3M	Hold	1,783,000	–	–	3.33%	12
2022 Q2	$49.7M	Hold	1,783,000	–	–	3.11%	15
2022 Q1	$81.7M	Hold	1,783,000	–	–	4.19%	9
2021 Q4	$86.1M	Buy	1,783,000 +815,000	+84%	+$40.3M	4.51%	10
2021 Q3	$47.7M	Hold	968,000	–	–	2.18%	15
2021 Q2	$42.2M	Sell	968,000 -560,000	-37%	-$24.9M	2.35%	14
2021 Q1	$77.3M	Sell	1,528,000 -2,352,000	-61%	-$118M	5.02%	9
2020 Q4	$201M	Buy	3,880,000 +340,000	+10%	+$15.1M	10.87%	3
2020 Q3	$151M	Hold	3,540,000	–	–	8.62%	4
2020 Q2	$149M	Sell	3,540,000 -790,000	-18%	-$28.7M	8.78%	4
2020 Q1	$133M	Sell	4,330,000 -600,000	-12%	-$20.6M	10.2%	4
2019 Q4	$159M	Sell	4,930,000 -155,000	-3%	-$4.81M	8.54%	5
2019 Q3	$145M	Buy	5,085,000 +1,295,000	+34%	+$40.9M	9.59%	5
2019 Q2	$124M	Hold	3,790,000	–	–	5.55%	6
2019 Q1	$125M	Buy	3,790,000 +465,000	+14%	+$13.8M	10.09%	4
2018 Q4	$74.1M	Buy	3,325,000 +165,000	+5%	+$4.18M	8.35%	5
2018 Q3	$73.2M	Hold	3,160,000	–	–	9.82%	5
2018 Q2	$81.8M	Sell	3,160,000 -390,000	-11%	-$9.18M	6.18%	7
2018 Q1	$85.6M	Buy	+3,550,000	New	+$81.6M	5.47%	9

Other funds holding NYT

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DCP

Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Slate Path Capital's NYT Position: Q1 2026 in Review

Slate Path Capital sold out of New York Times (NYT) in Q1 2026, closing a stake of 139,039 shares — an estimated $9.65M sold.

Slate Path Capital first reported a position in NYT in Q1 2018 and held it in 32 quarters. The position peaked at $201M in Q4 2020. 628 funds tracked by Wall St. Rank hold NYT as of Q1 2026.

Slate Path Capital reported no remaining New York Times position as of Q1 2026 after selling out during the quarter.
Slate Path Capital sold 139,039 New York Times shares in Q1 2026, an estimated $9.65M.
Slate Path Capital first reported a position in New York Times in Q1 2018 and held it in 32 quarters.
Slate Path Capital's New York Times position peaked at $201M in Q4 2020.
628 funds tracked by Wall St. Rank held New York Times as of Q1 2026.

Based on Slate Path Capital's 13F filing for Q1 2026, filed 15 May 2026.