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NYT · CMCSA in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NYT
  • CMCSA
010203040202120222023202420252026
Holders and value by quarter
QuarterNYTCMCSA
Q3 202015 holders, $1.9bn32 holders, $40.8bn
Q4 202020 holders, $2.5bn35 holders, $45.9bn
Q1 202116 holders, $1.9bn38 holders, $49.8bn
Q2 202113 holders, $1.6bn34 holders, $52.9bn
Q3 202115 holders, $1.8bn33 holders, $51.4bn
Q4 202111 holders, $1.5bn37 holders, $45.2bn
Q1 202210 holders, $1.3bn38 holders, $40.3bn
Q2 202214 holders, $755m39 holders, $32.1bn
Q3 202210 holders, $982m37 holders, $22.8bn
Q4 20229 holders, $1.1bn28 holders, $25.4bn
Q1 20238 holders, $1.3bn26 holders, $28.7bn
Q2 202312 holders, $1.4bn25 holders, $29.4bn
Q3 202314 holders, $1.3bn32 holders, $30.6bn
Q4 202318 holders, $1.5bn25 holders, $28.6bn
Q1 202416 holders, $1.2bn26 holders, $26.8bn
Q2 202417 holders, $1.4bn28 holders, $24.1bn
Q3 202415 holders, $1.5bn33 holders, $27.0bn
Q4 202422 holders, $1.6bn29 holders, $24.1bn
Q1 202523 holders, $1.8bn33 holders, $24.1bn
Q2 202519 holders, $2.0bn34 holders, $22.3bn
Q3 202519 holders, $1.9bn34 holders, $18.9bn
Q4 202520 holders, $2.7bn33 holders, $20.0bn
Q1 202613 holders, $3.5bn28 holders, $20.1bn
Q2 202612 holders, $2.8bn29 holders, $16.2bn
NYT

New York Times Co MTN Be

Holders
17
Reported value
$1.4bn
Buyers
10
Sellers
7

Breadth +3 among 94 comparable managers.

CMCSA

Comcast Corp New

Holders
28
Reported value
$24.1bn
Buyers
18
Sellers
12

Breadth +6 among 94 comparable managers.

Who holds both, Q2 2024

Among the 37 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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