Which funds own NYT
New York Times Co MTN Be in the Q2 2026 filings. At least 6 of the 91 current managers on file reported a position, worth $2.4bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 6
- at least, of 91 current
- Combined value
- $2.4bn
- as reported
- Opened
- 0
- new this quarter
- Added to
- 3
- already held
- Trimmed or sold out
- 4
- 1 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Long-only · $299bn book | $1.1bn | 0.4% | 15,700,000 | -$170m+553,465 | Added |
| AQR Capital Management LLC Quantitative · $287bn book | $634m | 0.2% | 9,053,710 | -$50m+871,270 | Added |
| Baillie Gifford & Co Long-only · $110bn book | $192m | 0.2% | 2,741,277 | -$52m-169,951 | Trimmed |
| Two Sigma Investments LP Quantitative · $138bn book | $191m | 0.1% | 2,727,694 | -$2.4m+418,897 | Added |
| Renaissance Technologies LLC Quantitative · $72.6bn book | $156m | 0.2% | 2,234,754 | -$74m-521,426 | Trimmed |
| Acadian Asset Management LLC Quantitative · $84.2bn book | $110m | 0.1% | 1,573,016 | -$30m-99,678 | Trimmed |
Sold out of this quarter
Valued at what the position was worth in the previous filing, because by this one it is gone.
- Egerton Capital UK LLP · Long/short equity$81m held before
Ownership through time
At least 12 of the 95 managers whose filings are on file listed NYT in Q2 2026, against 1 in Q3 2013. 1 manager fewer than in Q1 2026: 1 started a position; 1 listed it again; 2 sold out, by their own filings; 1 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q3 2013: 1
- Q4 2013: 2
- Q1 2014: 1
- Q2 2014: 1
- Q3 2015: 1
- Q1 2016: 2
- Q2 2016: 1
- Q3 2016: 4
- Q4 2016: 1
- Q1 2017: 1
- Q2 2017: 2
- Q3 2017: 3
- Q4 2017: 2
- Q1 2018: 6
- Q2 2018: 5
- Q3 2018: 4
- Q4 2018: 6
- Q1 2019: 9
- Q2 2019: 15
- Q3 2019: 11
- Q4 2019: 11
- Q1 2020: 11
- Q2 2020: 16
- Q3 2020: 15
- Q4 2020: 20
- Q1 2021: 16
- Q2 2021: 13
- Q3 2021: 15
- Q4 2021: 11
- Q1 2022: 10
- Q2 2022: 14
- Q3 2022: 10
- Q4 2022: 9
- Q1 2023: 8
- Q2 2023: 12
- Q3 2023: 14
- Q4 2023: 18
- Q1 2024: 16
- Q2 2024: 17
- Q3 2024: 15
- Q4 2024: 22
- Q1 2025: 23
- Q2 2025: 19
- Q3 2025: 19
- Q4 2025: 20
- Q1 2026: 13
- Q2 2026: 12
- Q3 2013: $1.5m
- Q4 2013: $166m
- Q1 2014: $177m
- Q2 2014: $516k
- Q3 2015: $131k
- Q1 2016: $561k
- Q2 2016: $500k
- Q3 2016: $5.9m
- Q4 2016: $4.7m
- Q1 2017: $5.3m
- Q2 2017: $32m
- Q3 2017: $198m
- Q4 2017: $186m
- Q1 2018: $304m
- Q2 2018: $361m
- Q3 2018: $302m
- Q4 2018: $349m
- Q1 2019: $782m
- Q2 2019: $655m
- Q3 2019: $651m
- Q4 2019: $905m
- Q1 2020: $945m
- Q2 2020: $1.5bn
- Q3 2020: $1.9bn
- Q4 2020: $2.5bn
- Q1 2021: $1.9bn
- Q2 2021: $1.6bn
- Q3 2021: $1.8bn
- Q4 2021: $1.5bn
- Q1 2022: $1.3bn
- Q2 2022: $755m
- Q3 2022: $982m
- Q4 2022: $1.1bn
- Q1 2023: $1.3bn
- Q2 2023: $1.4bn
- Q3 2023: $1.3bn
- Q4 2023: $1.5bn
- Q1 2024: $1.2bn
- Q2 2024: $1.4bn
- Q3 2024: $1.5bn
- Q4 2024: $1.6bn
- Q1 2025: $1.8bn
- Q2 2025: $2.0bn
- Q3 2025: $1.9bn
- Q4 2025: $2.7bn
- Q1 2026: $3.5bn
- Q2 2026: $2.8bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- AQR Capital Management LLC8,182,440 to 9,053,710 shares+$61m
- Berkshire Hathaway Inc15,146,535 to 15,700,000 shares+$39m
- Two Sigma Investments LP2,308,797 to 2,727,694 shares+$29m
- Janus Henderson Group Ltd761,118 to 820,757 shares+$4.2m
- Caxton Associates LLPnew: 31,551 shares+$2.2m
Largest decreases, by shares
- Wellington Management Group LLP4,217,563 to 3,062,504 shares-$81m
- Renaissance Technologies LLC2,756,180 to 2,234,754 shares-$36m
- Baillie Gifford & Co2,911,228 to 2,741,277 shares-$12m
- Capital World Investors2,339,543 to 2,239,073 shares-$7.0m
- Acadian Asset Management LLC1,672,694 to 1,573,016 shares-$7.0m
Left it
- Egerton Capital UK LLPwas $81m
- Maverick Capital Ltdwas $680k
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Berkshire Hathaway Inc | Q4 2025 | $1.3bn | $1.1bn | |
| AQR Capital Management LLC | Q4 2020 | $684m | $634m | |
| Wellington Management Group LLP | Q3 2017 | $362m | $214m | |
| Baillie Gifford & Co | Q1 2023 | $244m | $192m | |
| Two Sigma Investments LP | Q4 2019 | $193m | $191m | |
| Capital World Investors | Q2 2019 | $520m | $157m | |
| Renaissance Technologies LLC | Q1 2019 | $250m | $156m | |
| Acadian Asset Management LLC | Q3 2016 | $164m | $110m | |
| Janus Henderson Group Ltd | Q4 2025 | $64m | $57m | |
| Verition Fund Management LLC | Q1 2019 | $9.1m | $9.1m | |
| Bridgewater Associates LP | Q3 2016 | $17m | $7.7m | |
| Caxton Associates LLP | Q3 2021 | $2.2m | $2.2m | |
| ValueAct Holdings LP | Q2 2022 | $528m | last listed Q2 2024 | |
| Farallon Capital Management LLC | Q2 2020 | $508m | last listed Q4 2025 | |
| Artisan Partners LP | Q1 2018 | $443m | last listed Q2 2022 | |
| D1 Capital Partners LP | Q2 2020 | $332m | last listed Q3 2021 | |
| Fidelity (FMR LLC) | Q1 2019 | $308m | last listed Q1 2019 | |
| Capital Research Global Investors | Q3 2019 | $212m | last listed Q4 2025 | |
| Citadel Advisors LLC | Q1 2020 | $183m | last listed Q3 2024 | |
| T. Rowe Price Associates Inc | Q4 2013 | $177m | last listed Q1 2014 | |
| Two Sigma Advisers LP | Q3 2020 | $164m | last listed Q4 2025 | |
| AllianceBernstein LP | Q4 2018 | $130m | last listed Q4 2025 |
What NYT is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around NYT →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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